Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
1.47%
6 Months
16.85%
5.42%
1 Year
9.30%
9.64%
3 Years
14.05%
10.36%
5 Years
14.30%
7.75%
Since Inception
24.29%
11.08%
Fund Age
14 yrs 10 mo
9 yrs 11 mo
AUM
₹372.24 Cr
₹66.05 Cr
Alpha – 1 Year
4.58%
9.99%
Alpha – 3 Years
1.97%
1.36%
Information Ratio – 3 Years
0.33
0.51
Volatility – 1 Year
21.18%
17.05%
Volatility – 3 Years
20.18%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.27
0.31
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
-10.46%
0.57%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−23.77%
−17.08%
Recovery Period
99 days
233 days
1-Year Rolling Windows Positive
93.61%
99.96%
Median Rolling Year
27.35%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
—