Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
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
5.60%
1.47%
6 Months
9.69%
5.42%
1 Year
14.36%
9.64%
3 Years
13.50%
10.36%
5 Years
8.53%
7.75%
Since Inception
11.34%
11.08%
Fund Age
5 yrs 5 mo
9 yrs 11 mo
AUM
₹190.75 Cr
₹66.05 Cr
Alpha – 1 Year
9.64%
9.99%
Alpha – 3 Years
1.41%
1.36%
Information Ratio – 3 Years
0.20
0.51
Volatility – 1 Year
24.59%
17.05%
Volatility – 3 Years
18.73%
14.23%
Beta – 1 Year
1.16
1.05
Beta – 3 Years
1.03
1.00
Sharpe Ratio – 1 Year
0.44
0.31
Sharpe Ratio – 3 Years
0.52
0.40
Worst Rolling Year
8.91%
0.57%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−18.32%
−17.08%
Recovery Period
549 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
13.01%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
25.84
—
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%
—