Portfolio Management Services (PMS)Compare Schemes
ICICI SECURITIES-Sterling Portfolio - Aggressive Portfolio vs Sanctum Wealth - Indian Olympians
ICICI SECURITIES-Sterling Portfolio - Aggressive Portfolio
Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ICICI SECURITIES-Sterling Portfolio - Aggressive Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.13%
1.47%
6 Months
−0.96%
5.42%
1 Year
6.22%
9.64%
3 Years
14.71%
10.36%
5 Years
—
7.75%
Since Inception
15.36%
11.08%
Fund Age
3 yrs 9 mo
9 yrs 11 mo
AUM
₹348.07 Cr
₹66.05 Cr
Alpha – 1 Year
6.57%
9.99%
Alpha – 3 Years
5.71%
1.36%
Information Ratio – 3 Years
1.34
0.51
Volatility – 1 Year
15.98%
17.05%
Volatility – 3 Years
13.40%
14.23%
Beta – 1 Year
0.96
1.05
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.13
0.31
Sharpe Ratio – 3 Years
0.71
0.40
Worst Rolling Year
14.12%
0.57%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−14.95%
−17.08%
Recovery Period
201 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
19.04%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 66% · M 14% · S 8%
L 84% · M 12%
Number of Stocks
29
23
Portfolio P/E
—
—
Top 5 Holdings
ICICI Pru Nifty 50 ETF · 27.11%
SBI Nifty Next 50 ETF · 9.18%
Nippon India Banking&Financial Services-Dir(G) · 8.35%
Nippon India Large Cap Fund - Direct (G) · 7.86%
Motilal Oswal Gold and Silver Passive Fund of Funds-Dir (G) · 7.79%
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
Financial Services · 34.38%
Capital Goods · 6.26%
Automobile and Auto Components · 6.02%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—