Portfolio Management Services (PMS)Compare Schemes
Fort Capital - Value Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Fort Capital - Value Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
1.47%
6 Months
20.56%
5.42%
1 Year
20.29%
9.64%
3 Years
11.79%
10.36%
5 Years
16.62%
7.75%
Since Inception
15.84%
11.08%
Fund Age
7 yrs 11 mo
9 yrs 11 mo
AUM
₹12.5 Cr
₹66.05 Cr
Alpha – 1 Year
15.57%
9.99%
Alpha – 3 Years
−0.30%
1.36%
Information Ratio – 3 Years
-0.02
0.51
Volatility – 1 Year
23.44%
17.05%
Volatility – 3 Years
21.14%
14.23%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.68
0.31
Sharpe Ratio – 3 Years
0.39
0.40
Worst Rolling Year
9.17%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−24.97%
−17.08%
Recovery Period
470 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
22.65%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 93%
L 84% · M 12%
Number of Stocks
28
23
Portfolio P/E
21.42
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Top 5 Holdings
—
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
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—