Portfolio Management Services (PMS)Compare Schemes
NARNOLIA 5TX5T vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NARNOLIA 5TX5T
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.30%
1.47%
6 Months
1.52%
5.42%
1 Year
4.27%
9.64%
3 Years
9.63%
10.36%
5 Years
8.81%
7.75%
Since Inception
14.68%
11.08%
Fund Age
11 yrs 3 mo
9 yrs 11 mo
AUM
₹57.28 Cr
₹66.05 Cr
Alpha – 1 Year
4.62%
9.99%
Alpha – 3 Years
0.63%
1.36%
Information Ratio – 3 Years
0.14
0.51
Volatility – 1 Year
14.81%
17.05%
Volatility – 3 Years
14.19%
14.23%
Beta – 1 Year
0.90
1.05
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
0.01
0.31
Sharpe Ratio – 3 Years
0.36
0.40
Worst Rolling Year
-0.19%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−21.20%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.93%
99.96%
Median Rolling Year
15.80%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 60% · M 13% · S 27%
L 84% · M 12%
Number of Stocks
27
23
Portfolio P/E
35.52
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Top 5 Holdings
State Bank of India · 7.21%
HDFC Bank Ltd · 7.16%
ICICI Bank Ltd · 6.85%
Mahindra & Mahindra Ltd · 6.66%
Adani Ports & Special Economic Zone Ltd · 5.80%
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 · 32.48%
Automobile and Auto Components · 13.43%
Healthcare · 6.81%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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