Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
1.47%
6 Months
2.65%
5.42%
1 Year
10.76%
9.64%
3 Years
12.77%
10.36%
5 Years
14.58%
7.75%
Since Inception
17.50%
11.08%
Fund Age
7 yrs 7 mo
9 yrs 11 mo
AUM
₹83.87 Cr
₹66.05 Cr
Alpha – 1 Year
11.11%
9.99%
Alpha – 3 Years
3.77%
1.36%
Information Ratio – 3 Years
0.46
0.51
Volatility – 1 Year
18.53%
17.05%
Volatility – 3 Years
17.03%
14.23%
Beta – 1 Year
1.11
1.05
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.36
0.31
Sharpe Ratio – 3 Years
0.48
0.40
Worst Rolling Year
12.58%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−20.55%
−17.08%
Recovery Period
518 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
20.28%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 84% · M 12%
Number of Stocks
51
23
Portfolio P/E
23.77
—
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—