Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
1.47%
6 Months
0.28%
5.42%
1 Year
2.14%
9.64%
3 Years
10.02%
10.36%
5 Years
13.15%
7.75%
Since Inception
11.46%
11.08%
Fund Age
8 yrs 7 mo
9 yrs 11 mo
AUM
₹585.94 Cr
₹66.05 Cr
Alpha – 1 Year
2.49%
9.99%
Alpha – 3 Years
1.02%
1.36%
Information Ratio – 3 Years
0.18
0.51
Volatility – 1 Year
16.38%
17.05%
Volatility – 3 Years
14.42%
14.23%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.13
0.31
Sharpe Ratio – 3 Years
0.38
0.40
Worst Rolling Year
3.37%
0.57%
Value at Worst Rolling Year
₹1.03 Cr
₹1.01 Cr
Deepest Drawdown
−17.04%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.12%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 84% · M 12%
Number of Stocks
31
23
Portfolio P/E
22.71
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Top 5 Holdings
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
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 · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
—