Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
1.47%
6 Months
15.19%
5.42%
1 Year
3.21%
9.64%
3 Years
19.65%
10.36%
5 Years
—
7.75%
Since Inception
25.09%
11.08%
Fund Age
3 yrs 5 mo
9 yrs 11 mo
AUM
₹4,148.34 Cr
₹66.05 Cr
Alpha – 1 Year
0.23%
9.99%
Alpha – 3 Years
7.77%
1.36%
Information Ratio – 3 Years
0.62
0.51
Volatility – 1 Year
21.54%
17.05%
Volatility – 3 Years
22.15%
14.23%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
-0.01
0.31
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
19.49%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−27.91%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.76%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 84% · M 12%
Number of Stocks
26
23
Portfolio P/E
55.82
—
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—