Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.24%
1.47%
6 Months
7.09%
5.42%
1 Year
17.57%
9.64%
3 Years
20.39%
10.36%
5 Years
—
7.75%
Since Inception
19.75%
11.08%
Fund Age
4 yrs 2 mo
9 yrs 11 mo
AUM
₹49.8 Cr
₹66.05 Cr
Alpha – 1 Year
16.32%
9.99%
Alpha – 3 Years
14.92%
1.36%
Information Ratio – 3 Years
1.66
0.51
Volatility – 1 Year
7.36%
17.05%
Volatility – 3 Years
8.69%
14.23%
Beta – 1 Year
1.50
1.05
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
1.55
0.31
Sharpe Ratio – 3 Years
1.63
0.40
Worst Rolling Year
18.51%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
—
−17.08%
Recovery Period
—
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.68%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
—
Performance Fee / Plan
15% of profit, above 15%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—