Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical 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
1.73%
1.47%
6 Months
9.02%
5.42%
1 Year
1.62%
9.64%
3 Years
4.68%
10.36%
5 Years
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7.75%
Since Inception
5.77%
11.08%
Fund Age
4 yrs 7 mo
9 yrs 11 mo
AUM
₹13.09 Cr
₹66.05 Cr
Alpha – 1 Year
−3.10%
9.99%
Alpha – 3 Years
−7.41%
1.36%
Information Ratio – 3 Years
-1.02
0.51
Volatility – 1 Year
18.69%
17.05%
Volatility – 3 Years
17.05%
14.23%
Beta – 1 Year
0.99
1.05
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
-0.11
0.31
Sharpe Ratio – 3 Years
0.01
0.40
Worst Rolling Year
2.83%
0.57%
Value at Worst Rolling Year
₹1.03 Cr
₹1.01 Cr
Deepest Drawdown
−28.39%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
7.57%
11.79%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 33% · M 17% · S 45%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
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Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
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 · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
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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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