Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.02%
1.47%
6 Months
20.43%
5.42%
1 Year
14.98%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
20.69%
11.08%
Fund Age
2 yrs 8 mo
9 yrs 11 mo
AUM
₹320.35 Cr
₹66.05 Cr
Alpha – 1 Year
12.00%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
24.24%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.46
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−12.04%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
L 84% · M 12%
Number of Stocks
29
23
Portfolio P/E
40.22
—
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—