Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
1.47%
6 Months
5.71%
5.42%
1 Year
−0.97%
9.64%
3 Years
8.86%
10.36%
5 Years
14.20%
7.75%
Since Inception
14.76%
11.08%
Fund Age
10 yrs 5 mo
9 yrs 11 mo
AUM
₹447.76 Cr
₹66.05 Cr
Alpha – 1 Year
−2.83%
9.99%
Alpha – 3 Years
−3.22%
1.36%
Information Ratio – 3 Years
0.04
0.51
Volatility – 1 Year
24.79%
17.05%
Volatility – 3 Years
21.25%
14.23%
Beta – 1 Year
1.35
1.05
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
-0.14
0.31
Sharpe Ratio – 3 Years
0.31
0.40
Worst Rolling Year
-13.00%
0.57%
Value at Worst Rolling Year
₹0.87 Cr
₹1.01 Cr
Deepest Drawdown
−26.06%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
84.68%
99.96%
Median Rolling Year
19.56%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 84% · M 12%
Number of Stocks
32
23
Portfolio P/E
33.69
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Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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