Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.49%
1.47%
6 Months
−0.27%
5.42%
1 Year
7.71%
9.64%
3 Years
8.88%
10.36%
5 Years
8.76%
7.75%
Since Inception
13.52%
11.08%
Fund Age
6 yrs 6 mo
9 yrs 11 mo
AUM
₹23.87 Cr
₹66.05 Cr
Alpha – 1 Year
0.17%
9.99%
Alpha – 3 Years
−2.38%
1.36%
Information Ratio – 3 Years
-0.16
0.51
Volatility – 1 Year
13.29%
17.05%
Volatility – 3 Years
12.09%
14.23%
Beta – 1 Year
1.31
1.05
Beta – 3 Years
1.39
1.00
Sharpe Ratio – 1 Year
0.23
0.31
Sharpe Ratio – 3 Years
0.33
0.40
Worst Rolling Year
8.03%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−16.96%
−17.08%
Recovery Period
334 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.50%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
66
23
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—