Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
1.47%
6 Months
9.19%
5.42%
1 Year
9.02%
9.64%
3 Years
14.71%
10.36%
5 Years
10.31%
7.75%
Since Inception
14.95%
11.08%
Fund Age
7 yrs 10 mo
9 yrs 11 mo
AUM
₹42.73 Cr
₹66.05 Cr
Alpha – 1 Year
4.30%
9.99%
Alpha – 3 Years
2.62%
1.36%
Information Ratio – 3 Years
0.63
0.51
Volatility – 1 Year
17.52%
17.05%
Volatility – 3 Years
14.89%
14.23%
Beta – 1 Year
0.97
1.05
Beta – 3 Years
0.92
1.00
Sharpe Ratio – 1 Year
0.26
0.31
Sharpe Ratio – 3 Years
0.66
0.40
Worst Rolling Year
8.19%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−18.24%
−17.08%
Recovery Period
238 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
16.27%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
31.64
—
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—