Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
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
2.64%
1.47%
6 Months
5.29%
5.42%
1 Year
2.64%
9.64%
3 Years
8.64%
10.36%
5 Years
—
7.75%
Since Inception
12.31%
11.08%
Fund Age
3 yrs 11 mo
9 yrs 11 mo
AUM
₹56.94 Cr
₹66.05 Cr
Alpha – 1 Year
−2.08%
9.99%
Alpha – 3 Years
−3.45%
1.36%
Information Ratio – 3 Years
-0.33
0.51
Volatility – 1 Year
19.56%
17.05%
Volatility – 3 Years
17.76%
14.23%
Beta – 1 Year
1.08
1.05
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
-0.05
0.31
Sharpe Ratio – 3 Years
0.31
0.40
Worst Rolling Year
8.64%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−25.57%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.83%
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
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—