Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.32%
1.47%
6 Months
4.47%
5.42%
1 Year
−9.70%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
13.40%
11.08%
Fund Age
2 yrs 8 mo
9 yrs 11 mo
AUM
₹11.72 Cr
₹66.05 Cr
Alpha – 1 Year
−4.20%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
9.16%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
0.51
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-1.67
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.15%
−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 17% · M 21% · S 9%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—