Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
1.47%
6 Months
14.84%
5.42%
1 Year
−4.03%
9.64%
3 Years
5.65%
10.36%
5 Years
—
7.75%
Since Inception
11.22%
11.08%
Fund Age
3 yrs 7 mo
9 yrs 11 mo
AUM
₹83.14 Cr
₹66.05 Cr
Alpha – 1 Year
−3.68%
9.99%
Alpha – 3 Years
−3.35%
1.36%
Information Ratio – 3 Years
-0.26
0.51
Volatility – 1 Year
22.60%
17.05%
Volatility – 3 Years
18.97%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.31
0.31
Sharpe Ratio – 3 Years
0.11
0.40
Worst Rolling Year
4.98%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−33.20%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
7.75%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 84% · M 12%
Number of Stocks
27
23
Portfolio P/E
28.70
—
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—