Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.07%
1.47%
6 Months
4.90%
5.42%
1 Year
8.20%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
8.35%
11.08%
Fund Age
2 yrs 11 mo
9 yrs 11 mo
AUM
₹5.79 Cr
₹66.05 Cr
Alpha – 1 Year
1.34%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
14.87%
17.05%
Volatility – 3 Years
11.97%
14.23%
Beta – 1 Year
1.50
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.25
0.31
Sharpe Ratio – 3 Years
0.34
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−10.35%
−17.08%
Recovery Period
92 days
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 23% · M 8% · S 15%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
20.01
—
Top 5 Holdings
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge 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%
—