Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.13%
1.47%
6 Months
1.78%
5.42%
1 Year
6.32%
9.64%
3 Years
11.40%
10.36%
5 Years
9.32%
7.75%
Since Inception
10.72%
11.08%
Fund Age
8 yrs 5 mo
9 yrs 11 mo
AUM
₹314.17 Cr
₹66.05 Cr
Alpha – 1 Year
6.67%
9.99%
Alpha – 3 Years
2.41%
1.36%
Information Ratio – 3 Years
0.48
0.51
Volatility – 1 Year
17.96%
17.05%
Volatility – 3 Years
15.53%
14.23%
Beta – 1 Year
1.09
1.05
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.13
0.31
Sharpe Ratio – 3 Years
0.44
0.40
Worst Rolling Year
7.40%
0.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−19.45%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
15.48%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 32% · S 1%
L 84% · M 12%
Number of Stocks
3
23
Portfolio P/E
—
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Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
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 · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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