Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
1.47%
6 Months
20.15%
5.42%
1 Year
7.22%
9.64%
3 Years
9.88%
10.36%
5 Years
10.18%
7.75%
Since Inception
17.47%
11.08%
Fund Age
5 yrs 8 mo
9 yrs 11 mo
AUM
₹112.12 Cr
₹66.05 Cr
Alpha – 1 Year
2.50%
9.99%
Alpha – 3 Years
−2.21%
1.36%
Information Ratio – 3 Years
-0.17
0.51
Volatility – 1 Year
30.34%
17.05%
Volatility – 3 Years
23.32%
14.23%
Beta – 1 Year
1.54
1.05
Beta – 3 Years
1.29
1.00
Sharpe Ratio – 1 Year
0.19
0.31
Sharpe Ratio – 3 Years
0.29
0.40
Worst Rolling Year
8.52%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−32.53%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.20%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 39% · S 59%
L 84% · M 12%
Number of Stocks
28
23
Portfolio P/E
38.78
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Top 5 Holdings
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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
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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