Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
1.47%
6 Months
11.75%
5.42%
1 Year
−2.37%
9.64%
3 Years
17.81%
10.36%
5 Years
14.66%
7.75%
Since Inception
18.91%
11.08%
Fund Age
23 yrs 5 mo
9 yrs 11 mo
AUM
₹3,220.2 Cr
₹66.05 Cr
Alpha – 1 Year
−5.35%
9.99%
Alpha – 3 Years
5.93%
1.36%
Information Ratio – 3 Years
0.54
0.51
Volatility – 1 Year
21.49%
17.05%
Volatility – 3 Years
20.84%
14.23%
Beta – 1 Year
1.07
1.05
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
-0.27
0.31
Sharpe Ratio – 3 Years
0.64
0.40
Worst Rolling Year
-7.44%
0.57%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−27.33%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
94.32%
99.96%
Median Rolling Year
14.52%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 84% · M 12%
Number of Stocks
27
23
Portfolio P/E
57.85
—
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—