Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
1.47%
6 Months
12.65%
5.42%
1 Year
22.80%
9.64%
3 Years
18.05%
10.36%
5 Years
41.98%
7.75%
Since Inception
7.54%
11.08%
Fund Age
9 yrs 2 mo
9 yrs 11 mo
AUM
₹9.17 Cr
₹66.05 Cr
Alpha – 1 Year
24.84%
9.99%
Alpha – 3 Years
11.40%
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
21.50%
17.05%
Volatility – 3 Years
17.94%
14.23%
Beta – 1 Year
—
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.82
0.31
Sharpe Ratio – 3 Years
0.76
0.40
Worst Rolling Year
-34.33%
0.57%
Value at Worst Rolling Year
₹0.66 Cr
₹1.01 Cr
Deepest Drawdown
−18.33%
−17.08%
Recovery Period
81 days
233 days
1-Year Rolling Windows Positive
68.37%
99.96%
Median Rolling Year
26.92%
11.79%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 84% · M 12%
Number of Stocks
18
23
Portfolio P/E
18.68
—
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
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Fixed Fee
—
—
Performance Fee / Plan
15% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—