Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - ACE Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - ACE Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.50%
1.47%
6 Months
6.39%
5.42%
1 Year
8.34%
9.64%
3 Years
20.57%
10.36%
5 Years
14.25%
7.75%
Since Inception
14.53%
11.08%
Fund Age
15 yrs 8 mo
9 yrs 11 mo
AUM
₹1,471.29 Cr
₹66.05 Cr
Alpha – 1 Year
3.62%
9.99%
Alpha – 3 Years
8.48%
1.36%
Information Ratio – 3 Years
1.81
0.51
Volatility – 1 Year
17.64%
17.05%
Volatility – 3 Years
15.55%
14.23%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.24
0.31
Sharpe Ratio – 3 Years
0.95
0.40
Worst Rolling Year
-7.80%
0.57%
Value at Worst Rolling Year
₹0.92 Cr
₹1.01 Cr
Deepest Drawdown
−18.41%
−17.08%
Recovery Period
158 days
233 days
1-Year Rolling Windows Positive
94.89%
99.96%
Median Rolling Year
19.16%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 16% · S 33%
L 84% · M 12%
Number of Stocks
33
23
Portfolio P/E
29.89
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Top 5 Holdings
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
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
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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