Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Moderate vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Moderate
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.04%
1.47%
6 Months
1.10%
5.42%
1 Year
24.19%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
23.57%
11.08%
Fund Age
15 mo
9 yrs 11 mo
AUM
₹82.05 Cr
₹66.05 Cr
Alpha – 1 Year
23.04%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
12.05%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.84
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
1.42
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−11.46%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
75
23
Portfolio P/E
—
—
Top 5 Holdings
ICICI Pru Equity Savings Fund - Dir (G) · 8.57%
Indus Infra Trust · 7.59%
IndiGrid Infrastructure Trust · 7.03%
Mirae Asset Gold ETF · 6.09%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 5.70%
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
1.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—