Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
1.47%
6 Months
3.80%
5.42%
1 Year
20.95%
9.64%
3 Years
16.43%
10.36%
5 Years
15.76%
7.75%
Since Inception
14.79%
11.08%
Fund Age
5 yrs 8 mo
9 yrs 11 mo
AUM
₹116.87 Cr
₹66.05 Cr
Alpha – 1 Year
13.41%
9.99%
Alpha – 3 Years
5.18%
1.36%
Information Ratio – 3 Years
0.32
0.51
Volatility – 1 Year
9.08%
17.05%
Volatility – 3 Years
12.28%
14.23%
Beta – 1 Year
0.54
1.05
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
1.56
0.31
Sharpe Ratio – 3 Years
0.88
0.40
Worst Rolling Year
10.68%
0.57%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−18.39%
−17.08%
Recovery Period
200 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
16.68%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
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
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—