Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
1.47%
6 Months
8.20%
5.42%
1 Year
15.48%
9.64%
3 Years
18.05%
10.36%
5 Years
15.54%
7.75%
Since Inception
14.61%
11.08%
Fund Age
10 yrs 4 mo
9 yrs 11 mo
AUM
₹747.6 Cr
₹66.05 Cr
Alpha – 1 Year
15.83%
9.99%
Alpha – 3 Years
9.06%
1.36%
Information Ratio – 3 Years
0.72
0.51
Volatility – 1 Year
18.67%
17.05%
Volatility – 3 Years
21.45%
14.23%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.31
1.00
Sharpe Ratio – 1 Year
0.58
0.31
Sharpe Ratio – 3 Years
0.64
0.40
Worst Rolling Year
-13.89%
0.57%
Value at Worst Rolling Year
₹0.86 Cr
₹1.01 Cr
Deepest Drawdown
−30.97%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
77.45%
99.96%
Median Rolling Year
21.11%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
31.22
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Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—