Portfolio Management Services (PMS)Compare Schemes
NARNOLIA MID AND SMALL CAP STRATEGY vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NARNOLIA MID AND SMALL CAP STRATEGY
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
2.14%
1.47%
6 Months
12.45%
5.42%
1 Year
10.24%
9.64%
3 Years
13.83%
10.36%
5 Years
13.18%
7.75%
Since Inception
18.22%
11.08%
Fund Age
11 yrs 3 mo
9 yrs 11 mo
AUM
₹141.31 Cr
₹66.05 Cr
Alpha – 1 Year
5.52%
9.99%
Alpha – 3 Years
1.74%
1.36%
Information Ratio – 3 Years
0.21
0.51
Volatility – 1 Year
14.42%
17.05%
Volatility – 3 Years
17.17%
14.23%
Beta – 1 Year
0.76
1.05
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.39
0.31
Sharpe Ratio – 3 Years
0.54
0.40
Worst Rolling Year
0.22%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−21.74%
−17.08%
Recovery Period
523 days
233 days
1-Year Rolling Windows Positive
99.80%
99.96%
Median Rolling Year
18.85%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 35% · S 50%
L 84% · M 12%
Number of Stocks
28
23
Portfolio P/E
37.48
—
Top 5 Holdings
TVS Motor Company Ltd · 9.44%
Marico Ltd · 6.07%
Zydus Wellness Ltd · 4.97%
Jio Financial Services Ltd · 4.86%
Max Financial Services Ltd · 4.59%
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 · 31.92%
Automobile and Auto Components · 17.30%
Fast Moving Consumer Goods · 11.04%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—