Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Dividend Yield Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Dividend Yield Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.47%
6 Months
20.17%
5.42%
1 Year
23.99%
9.64%
3 Years
27.20%
10.36%
5 Years
23.84%
7.75%
Since Inception
30.10%
11.08%
Fund Age
6 yrs 10 mo
9 yrs 11 mo
AUM
₹35.35 Cr
₹66.05 Cr
Alpha – 1 Year
21.01%
9.99%
Alpha – 3 Years
15.30%
1.36%
Information Ratio – 3 Years
0.93
0.51
Volatility – 1 Year
22.70%
17.05%
Volatility – 3 Years
22.95%
14.23%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.16
1.00
Sharpe Ratio – 1 Year
0.81
0.31
Sharpe Ratio – 3 Years
0.94
0.40
Worst Rolling Year
23.60%
0.57%
Value at Worst Rolling Year
₹1.24 Cr
₹1.01 Cr
Deepest Drawdown
−22.14%
−17.08%
Recovery Period
199 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
32.98%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 14% · S 63%
L 84% · M 12%
Number of Stocks
28
23
Portfolio P/E
19.32
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Top 5 Holdings
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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