Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.44%
1.47%
6 Months
5.47%
5.42%
1 Year
6.35%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
6.04%
11.08%
Fund Age
3 yrs 8 mo
9 yrs 11 mo
AUM
₹1.28 Cr
₹66.05 Cr
Alpha – 1 Year
3.37%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
17.26%
17.05%
Volatility – 3 Years
15.80%
14.23%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.12
0.31
Sharpe Ratio – 3 Years
0.10
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−17.83%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
L 84% · M 12%
Number of Stocks
24
23
Portfolio P/E
39.38
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
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 · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—