Portfolio Management Services (PMS)Compare Schemes
Marcellus - Consistent Compounders vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Marcellus - Consistent Compounders
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.02%
1.47%
6 Months
10.61%
5.42%
1 Year
3.27%
9.64%
3 Years
5.81%
10.36%
5 Years
4.77%
7.75%
Since Inception
12.23%
11.08%
Fund Age
7 yrs 7 mo
9 yrs 11 mo
AUM
₹1,666.24 Cr
₹66.05 Cr
Alpha – 1 Year
3.70%
9.99%
Alpha – 3 Years
−2.76%
1.36%
Information Ratio – 3 Years
-0.29
0.51
Volatility – 1 Year
19.50%
17.05%
Volatility – 3 Years
16.37%
14.23%
Beta – 1 Year
1.09
1.05
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.02
0.31
Sharpe Ratio – 3 Years
0.10
0.40
Worst Rolling Year
0.36%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−23.56%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.77%
99.96%
Median Rolling Year
8.56%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 42% · M 32% · S 25%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—