Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.63%
1.47%
6 Months
8.65%
5.42%
1 Year
10.66%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
22.10%
11.08%
Fund Age
2 yrs 7 mo
9 yrs 11 mo
AUM
₹374.18 Cr
₹66.05 Cr
Alpha – 1 Year
2.92%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
10.32%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.27
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.50
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−8.56%
−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 49% · M 41% · S 9%
L 84% · M 12%
Number of Stocks
37
23
Portfolio P/E
19.24
—
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—