Portfolio Management Services (PMS)Compare Schemes
NAFA - Small Cap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NAFA - Small Cap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.33%
1.47%
6 Months
9.10%
5.42%
1 Year
−3.87%
9.64%
3 Years
5.03%
10.36%
5 Years
11.30%
7.75%
Since Inception
15.74%
11.08%
Fund Age
7 yrs 5 mo
9 yrs 11 mo
AUM
₹51.79 Cr
₹66.05 Cr
Alpha – 1 Year
−5.73%
9.99%
Alpha – 3 Years
−7.05%
1.36%
Information Ratio – 3 Years
-0.47
0.51
Volatility – 1 Year
25.89%
17.05%
Volatility – 3 Years
20.56%
14.23%
Beta – 1 Year
1.37
1.05
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.24
0.31
Sharpe Ratio – 3 Years
0.08
0.40
Worst Rolling Year
5.04%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−31.48%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
24.17%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 6% · S 89%
L 84% · M 12%
Number of Stocks
35
23
Portfolio P/E
23.62
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Top 5 Holdings
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
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 · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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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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