Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
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
−0.54%
1.47%
6 Months
12.07%
5.42%
1 Year
11.66%
9.64%
3 Years
13.52%
10.36%
5 Years
—
7.75%
Since Inception
14.98%
11.08%
Fund Age
3 yrs 6 mo
9 yrs 11 mo
AUM
₹447.27 Cr
₹66.05 Cr
Alpha – 1 Year
6.94%
9.99%
Alpha – 3 Years
1.43%
1.36%
Information Ratio – 3 Years
0.13
0.51
Volatility – 1 Year
21.15%
17.05%
Volatility – 3 Years
18.85%
14.23%
Beta – 1 Year
1.14
1.05
Beta – 3 Years
1.10
1.00
Sharpe Ratio – 1 Year
0.37
0.31
Sharpe Ratio – 3 Years
0.48
0.40
Worst Rolling Year
10.55%
0.57%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−17.40%
−17.08%
Recovery Period
122 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.34%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 29%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
33.83
—
Top 5 Holdings
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
20% of profit, above 25%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—