Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.12%
1.47%
6 Months
9.15%
5.42%
1 Year
11.50%
9.64%
3 Years
15.21%
10.36%
5 Years
—
7.75%
Since Inception
17.99%
11.08%
Fund Age
3 yrs 4 mo
9 yrs 11 mo
AUM
₹113.51 Cr
₹66.05 Cr
Alpha – 1 Year
11.85%
9.99%
Alpha – 3 Years
6.21%
1.36%
Information Ratio – 3 Years
0.97
0.51
Volatility – 1 Year
21.57%
17.05%
Volatility – 3 Years
16.25%
14.23%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.37
0.31
Sharpe Ratio – 3 Years
0.63
0.40
Worst Rolling Year
14.24%
0.57%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−19.23%
−17.08%
Recovery Period
79 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
15.47%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
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
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—