Portfolio Management Services (PMS)Compare Schemes
Geojit - Dakshin Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Geojit - Dakshin Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.71%
1.47%
6 Months
14.23%
5.42%
1 Year
3.21%
9.64%
3 Years
5.69%
10.36%
5 Years
7.11%
7.75%
Since Inception
10.49%
11.08%
Fund Age
7 yrs 5 mo
9 yrs 11 mo
AUM
₹42.11 Cr
₹66.05 Cr
Alpha – 1 Year
−1.51%
9.99%
Alpha – 3 Years
−6.40%
1.36%
Information Ratio – 3 Years
-0.66
0.51
Volatility – 1 Year
23.23%
17.05%
Volatility – 3 Years
20.09%
14.23%
Beta – 1 Year
1.19
1.05
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.01
0.31
Sharpe Ratio – 3 Years
0.09
0.40
Worst Rolling Year
3.79%
0.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−36.06%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
15.51%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 7% · S 91%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
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Top 5 Holdings
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
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
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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