Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
1.47%
6 Months
−0.42%
5.42%
1 Year
−4.58%
9.64%
3 Years
16.32%
10.36%
5 Years
13.17%
7.75%
Since Inception
13.94%
11.08%
Fund Age
6 yrs 6 mo
9 yrs 11 mo
AUM
₹13.16 Cr
₹66.05 Cr
Alpha – 1 Year
−7.56%
9.99%
Alpha – 3 Years
4.42%
1.36%
Information Ratio – 3 Years
0.49
0.51
Volatility – 1 Year
16.90%
17.05%
Volatility – 3 Years
17.54%
14.23%
Beta – 1 Year
0.86
1.05
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.52
0.31
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
3.91%
0.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−19.46%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.20%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 23%
L 84% · M 12%
Number of Stocks
20
23
Portfolio P/E
20.74
—
Top 5 Holdings
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
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 · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—