Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
1.47%
6 Months
8.66%
5.42%
1 Year
4.44%
9.64%
3 Years
14.48%
10.36%
5 Years
8.94%
7.75%
Since Inception
14.23%
11.08%
Fund Age
18 yrs 11 mo
9 yrs 11 mo
AUM
₹4,562.38 Cr
₹66.05 Cr
Alpha – 1 Year
1.46%
9.99%
Alpha – 3 Years
2.60%
1.36%
Information Ratio – 3 Years
0.08
0.51
Volatility – 1 Year
20.33%
17.05%
Volatility – 3 Years
19.22%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.00
0.31
Sharpe Ratio – 3 Years
0.51
0.40
Worst Rolling Year
-6.78%
0.57%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−26.97%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
96.01%
99.96%
Median Rolling Year
15.06%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 84% · M 12%
Number of Stocks
33
23
Portfolio P/E
40.71
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Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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