Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
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
2.13%
1.47%
6 Months
4.45%
5.42%
1 Year
9.07%
9.64%
3 Years
17.41%
10.36%
5 Years
13.90%
7.75%
Since Inception
12.23%
11.08%
Fund Age
25 yrs 8 mo
9 yrs 11 mo
AUM
₹1,659.64 Cr
₹66.05 Cr
Alpha – 1 Year
4.35%
9.99%
Alpha – 3 Years
5.32%
1.36%
Information Ratio – 3 Years
1.35
0.51
Volatility – 1 Year
16.92%
17.05%
Volatility – 3 Years
15.61%
14.23%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.28
0.31
Sharpe Ratio – 3 Years
0.78
0.40
Worst Rolling Year
-11.28%
0.57%
Value at Worst Rolling Year
₹0.89 Cr
₹1.01 Cr
Deepest Drawdown
−20.82%
−17.08%
Recovery Period
521 days
233 days
1-Year Rolling Windows Positive
89.60%
99.96%
Median Rolling Year
15.37%
11.79%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
L 84% · M 12%
Number of Stocks
37
23
Portfolio P/E
28.58
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Top 5 Holdings
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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)
1% / 0% / 0%
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