Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
1.47%
6 Months
11.19%
5.42%
1 Year
4.47%
9.64%
3 Years
14.82%
10.36%
5 Years
12.64%
7.75%
Since Inception
13.38%
11.08%
Fund Age
19 yrs
9 yrs 11 mo
AUM
₹1,249 Cr
₹66.05 Cr
Alpha – 1 Year
4.82%
9.99%
Alpha – 3 Years
5.82%
1.36%
Information Ratio – 3 Years
0.87
0.51
Volatility – 1 Year
21.24%
17.05%
Volatility – 3 Years
17.51%
14.23%
Beta – 1 Year
1.09
1.05
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.05
0.31
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−17.08%
Recovery Period
—
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 40% · S 15%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—