Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.47%
6 Months
−8.15%
5.42%
1 Year
−5.39%
9.64%
3 Years
10.81%
10.36%
5 Years
—
7.75%
Since Inception
11.07%
11.08%
Fund Age
5 yrs
9 yrs 11 mo
AUM
₹121.08 Cr
₹66.05 Cr
Alpha – 1 Year
−5.32%
9.99%
Alpha – 3 Years
−2.65%
1.36%
Information Ratio – 3 Years
-0.15
0.51
Volatility – 1 Year
24.51%
17.05%
Volatility – 3 Years
24.85%
14.23%
Beta – 1 Year
1.17
1.05
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
-0.34
0.31
Sharpe Ratio – 3 Years
0.32
0.40
Worst Rolling Year
9.88%
0.57%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−34.50%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.70%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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