Portfolio Management Services (PMS)Compare Schemes
Invesco - Dawn vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Invesco - Dawn
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
1.21%
1.47%
6 Months
−1.14%
5.42%
1 Year
−0.02%
9.64%
3 Years
9.28%
10.36%
5 Years
9.74%
7.75%
Since Inception
8.97%
11.08%
Fund Age
9 yrs
9 yrs 11 mo
AUM
₹217.53 Cr
₹66.05 Cr
Alpha – 1 Year
−4.74%
9.99%
Alpha – 3 Years
−2.81%
1.36%
Information Ratio – 3 Years
-0.63
0.51
Volatility – 1 Year
14.82%
17.05%
Volatility – 3 Years
15.15%
14.23%
Beta – 1 Year
0.83
1.05
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.28
0.31
Sharpe Ratio – 3 Years
0.32
0.40
Worst Rolling Year
-3.73%
0.57%
Value at Worst Rolling Year
₹0.96 Cr
₹1.01 Cr
Deepest Drawdown
−23.03%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
94.72%
99.96%
Median Rolling Year
15.83%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 69% · M 11% · S 11%
L 84% · M 12%
Number of Stocks
24
23
Portfolio P/E
46.92
—
Top 5 Holdings
Cash & Cash Equivalent · 7.92%
ICICI Bank Ltd · 7.85%
Eternal Ltd · 7.75%
HDFC Bank Ltd · 7.55%
Bharti Airtel Ltd · 7.06%
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 · 35.09%
Consumer Services · 10.54%
Services · 10.49%
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—