Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
1.47%
6 Months
26.95%
5.42%
1 Year
13.12%
9.64%
3 Years
17.80%
10.36%
5 Years
15.04%
7.75%
Since Inception
22.70%
11.08%
Fund Age
8 yrs
9 yrs 11 mo
AUM
₹357.26 Cr
₹66.05 Cr
Alpha – 1 Year
10.14%
9.99%
Alpha – 3 Years
5.90%
1.36%
Information Ratio – 3 Years
0.31
0.51
Volatility – 1 Year
32.38%
17.05%
Volatility – 3 Years
25.45%
14.23%
Beta – 1 Year
1.68
1.05
Beta – 3 Years
1.37
1.00
Sharpe Ratio – 1 Year
0.36
0.31
Sharpe Ratio – 3 Years
0.56
0.40
Worst Rolling Year
11.19%
0.57%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−26.50%
−17.08%
Recovery Period
80 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
27.28%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 84% · M 12%
Number of Stocks
42
23
Portfolio P/E
42.01
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Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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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