Portfolio Management Services (PMS)Compare Schemes
Edelweiss Focused Mid & Small Cap Portfolio Series II vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Edelweiss Focused Mid & Small Cap Portfolio Series II
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
1.47%
6 Months
24.50%
5.42%
1 Year
16.08%
9.64%
3 Years
8.83%
10.36%
5 Years
7.88%
7.75%
Since Inception
9.93%
11.08%
Fund Age
8 yrs 7 mo
9 yrs 11 mo
AUM
₹6.19 Cr
₹66.05 Cr
Alpha – 1 Year
16.43%
9.99%
Alpha – 3 Years
−0.16%
1.36%
Information Ratio – 3 Years
0.06
0.51
Volatility – 1 Year
23.83%
17.05%
Volatility – 3 Years
20.97%
14.23%
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.51
0.31
Sharpe Ratio – 3 Years
0.26
0.40
Worst Rolling Year
-1.14%
0.57%
Value at Worst Rolling Year
₹0.99 Cr
₹1.01 Cr
Deepest Drawdown
−28.92%
−17.08%
Recovery Period
458 days
233 days
1-Year Rolling Windows Positive
98.16%
99.96%
Median Rolling Year
14.31%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 9% · M 13% · S 77%
L 84% · M 12%
Number of Stocks
33
23
Portfolio P/E
33.49
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Top 5 Holdings
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
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
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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