Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
1.47%
6 Months
29.13%
5.42%
1 Year
20.96%
9.64%
3 Years
17.22%
10.36%
5 Years
—
7.75%
Since Inception
23.59%
11.08%
Fund Age
3 yrs 7 mo
9 yrs 11 mo
AUM
₹147.56 Cr
₹66.05 Cr
Alpha – 1 Year
16.24%
9.99%
Alpha – 3 Years
5.13%
1.36%
Information Ratio – 3 Years
0.33
0.51
Volatility – 1 Year
30.80%
17.05%
Volatility – 3 Years
25.65%
14.23%
Beta – 1 Year
1.54
1.05
Beta – 3 Years
1.41
1.00
Sharpe Ratio – 1 Year
0.58
0.31
Sharpe Ratio – 3 Years
0.54
0.40
Worst Rolling Year
15.38%
0.57%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−28.52%
−17.08%
Recovery Period
122 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.14%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 84% · M 12%
Number of Stocks
18
23
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—