Portfolio Management Services (PMS)Compare Schemes
NARNOLIA LARGE CAP STRATEGY vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NARNOLIA LARGE CAP STRATEGY
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
1.47%
6 Months
−2.49%
5.42%
1 Year
1.85%
9.64%
3 Years
12.22%
10.36%
5 Years
8.68%
7.75%
Since Inception
15.27%
11.08%
Fund Age
14 yrs 5 mo
9 yrs 11 mo
AUM
₹116.22 Cr
₹66.05 Cr
Alpha – 1 Year
2.20%
9.99%
Alpha – 3 Years
3.22%
1.36%
Information Ratio – 3 Years
0.70
0.51
Volatility – 1 Year
18.13%
17.05%
Volatility – 3 Years
15.25%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
-0.09
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
-2.08%
0.57%
Value at Worst Rolling Year
₹0.98 Cr
₹1.01 Cr
Deepest Drawdown
−15.14%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
99.45%
99.96%
Median Rolling Year
15.70%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 7% · S 3%
L 84% · M 12%
Number of Stocks
21
23
Portfolio P/E
29.25
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Top 5 Holdings
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
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 · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
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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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