Portfolio Management Services (PMS)Compare Schemes
Narnolia - MultiCap Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Narnolia - MultiCap Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.96%
1.47%
6 Months
0.48%
5.42%
1 Year
5.92%
9.64%
3 Years
7.42%
10.36%
5 Years
7.02%
7.75%
Since Inception
14.49%
11.08%
Fund Age
14 yrs 5 mo
9 yrs 11 mo
AUM
₹332.27 Cr
₹66.05 Cr
Alpha – 1 Year
6.27%
9.99%
Alpha – 3 Years
−1.58%
1.36%
Information Ratio – 3 Years
-0.22
0.51
Volatility – 1 Year
17.19%
17.05%
Volatility – 3 Years
15.80%
14.23%
Beta – 1 Year
1.07
1.05
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.12
0.31
Sharpe Ratio – 3 Years
0.21
0.40
Worst Rolling Year
-8.23%
0.57%
Value at Worst Rolling Year
₹0.92 Cr
₹1.01 Cr
Deepest Drawdown
−19.80%
−17.08%
Recovery Period
265 days
233 days
1-Year Rolling Windows Positive
95.19%
99.96%
Median Rolling Year
13.21%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 13% · S 28%
L 84% · M 12%
Number of Stocks
27
23
Portfolio P/E
36.45
—
Top 5 Holdings
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
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 · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—