Portfolio Management Services (PMS)Compare Schemes
East Green-Agile Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
East Green-Agile Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
1.47%
6 Months
23.62%
5.42%
1 Year
21.42%
9.64%
3 Years
14.56%
10.36%
5 Years
—
7.75%
Since Inception
16.17%
11.08%
Fund Age
3 yrs 1 mo
9 yrs 11 mo
AUM
₹77.6 Cr
₹66.05 Cr
Alpha – 1 Year
16.70%
9.99%
Alpha – 3 Years
2.47%
1.36%
Information Ratio – 3 Years
0.32
0.51
Volatility – 1 Year
21.73%
17.05%
Volatility – 3 Years
20.33%
14.23%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.76
0.31
Sharpe Ratio – 3 Years
0.52
0.40
Worst Rolling Year
14.63%
0.57%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−24.36%
−17.08%
Recovery Period
487 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.67%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
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
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Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—