Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
1.47%
6 Months
8.20%
5.42%
1 Year
10.87%
9.64%
3 Years
16.09%
10.36%
5 Years
14.49%
7.75%
Since Inception
9.93%
11.08%
Fund Age
8 yrs 9 mo
9 yrs 11 mo
AUM
₹64.23 Cr
₹66.05 Cr
Alpha – 1 Year
7.11%
9.99%
Alpha – 3 Years
5.20%
1.36%
Information Ratio – 3 Years
0.63
0.51
Volatility – 1 Year
21.13%
17.05%
Volatility – 3 Years
19.82%
14.23%
Beta – 1 Year
1.16
1.05
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.35
0.31
Sharpe Ratio – 3 Years
0.59
0.40
Worst Rolling Year
-6.69%
0.57%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−22.93%
−17.08%
Recovery Period
496 days
233 days
1-Year Rolling Windows Positive
90.85%
99.96%
Median Rolling Year
19.50%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
L 84% · M 12%
Number of Stocks
42
23
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
—