Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
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
−1.07%
1.47%
6 Months
1.78%
5.42%
1 Year
5.40%
9.64%
3 Years
8.85%
10.36%
5 Years
—
7.75%
Since Inception
10.06%
11.08%
Fund Age
3 yrs 2 mo
9 yrs 11 mo
AUM
₹6 Cr
₹66.05 Cr
Alpha – 1 Year
0.68%
9.99%
Alpha – 3 Years
−3.24%
1.36%
Information Ratio – 3 Years
-0.36
0.51
Volatility – 1 Year
19.91%
17.05%
Volatility – 3 Years
17.03%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.09
0.31
Sharpe Ratio – 3 Years
0.27
0.40
Worst Rolling Year
8.77%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−18.84%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
10.14%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
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
—
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—