Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
1.47%
6 Months
10.86%
5.42%
1 Year
−4.49%
9.64%
3 Years
22.00%
10.36%
5 Years
21.09%
7.75%
Since Inception
7.35%
11.08%
Fund Age
8 yrs 9 mo
9 yrs 11 mo
AUM
₹1,454.75 Cr
₹66.05 Cr
Alpha – 1 Year
−7.47%
9.99%
Alpha – 3 Years
10.11%
1.36%
Information Ratio – 3 Years
0.32
0.51
Volatility – 1 Year
31.30%
17.05%
Volatility – 3 Years
27.30%
14.23%
Beta – 1 Year
1.42
1.05
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
0.31
Sharpe Ratio – 3 Years
0.66
0.40
Worst Rolling Year
-30.88%
0.57%
Value at Worst Rolling Year
₹0.69 Cr
₹1.01 Cr
Deepest Drawdown
−34.06%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
83.55%
99.96%
Median Rolling Year
31.74%
11.79%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
20% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—