Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.11%
1.47%
6 Months
6.51%
5.42%
1 Year
4.40%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
5.71%
11.08%
Fund Age
18 mo
9 yrs 11 mo
AUM
₹24.25 Cr
₹66.05 Cr
Alpha – 1 Year
4.75%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
15.94%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.93
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.02
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.84%
−17.08%
Recovery Period
Not yet recovered
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 56% · M 22% · S 19%
L 84% · M 12%
Number of Stocks
59
23
Portfolio P/E
41.96
—
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
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 · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—