Portfolio Management Services (PMS)Compare Schemes
Invasset - Growth Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Invasset - Growth Fund
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
0.38%
1.47%
6 Months
2.78%
5.42%
1 Year
6.76%
9.64%
3 Years
15.24%
10.36%
5 Years
18.34%
7.75%
Since Inception
26.15%
11.08%
Fund Age
6 yrs 7 mo
9 yrs 11 mo
AUM
₹332.83 Cr
₹66.05 Cr
Alpha – 1 Year
2.04%
9.99%
Alpha – 3 Years
3.15%
1.36%
Information Ratio – 3 Years
0.19
0.51
Volatility – 1 Year
21.45%
17.05%
Volatility – 3 Years
23.36%
14.23%
Beta – 1 Year
1.03
1.05
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.16
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
15.25%
0.57%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−32.29%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
33.37%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 5%
L 84% · M 12%
Number of Stocks
11
23
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 100.00%
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
0.00% / yr
—
Performance Fee / Plan
20% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—