Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.27%
1.47%
6 Months
6.66%
5.42%
1 Year
7.95%
9.64%
3 Years
14.01%
10.36%
5 Years
12.40%
7.75%
Since Inception
16.07%
11.08%
Fund Age
12 yrs 5 mo
9 yrs 11 mo
AUM
₹27.98 Cr
₹66.05 Cr
Alpha – 1 Year
3.23%
9.99%
Alpha – 3 Years
1.92%
1.36%
Information Ratio – 3 Years
0.55
0.51
Volatility – 1 Year
16.42%
17.05%
Volatility – 3 Years
14.36%
14.23%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
0.15
0.31
Sharpe Ratio – 3 Years
0.63
0.40
Worst Rolling Year
-4.39%
0.57%
Value at Worst Rolling Year
₹0.96 Cr
₹1.01 Cr
Deepest Drawdown
−17.36%
−17.08%
Recovery Period
532 days
233 days
1-Year Rolling Windows Positive
97.43%
99.96%
Median Rolling Year
15.67%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
29.90
—
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—