Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
1.47%
6 Months
19.62%
5.42%
1 Year
12.19%
9.64%
3 Years
23.51%
10.36%
5 Years
13.96%
7.75%
Since Inception
23.13%
11.08%
Fund Age
6 yrs 7 mo
9 yrs 11 mo
AUM
₹2,332.81 Cr
₹66.05 Cr
Alpha – 1 Year
9.21%
9.99%
Alpha – 3 Years
11.63%
1.36%
Information Ratio – 3 Years
0.83
0.51
Volatility – 1 Year
26.11%
17.05%
Volatility – 3 Years
21.82%
14.23%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.31
Sharpe Ratio – 3 Years
0.83
0.40
Worst Rolling Year
12.50%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−24.27%
−17.08%
Recovery Period
461 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
23.13%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 84% · M 12%
Number of Stocks
33
23
Portfolio P/E
52.72
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Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—