Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
1.47%
6 Months
2.80%
5.42%
1 Year
4.89%
9.64%
3 Years
12.23%
10.36%
5 Years
10.64%
7.75%
Since Inception
8.93%
11.08%
Fund Age
12 yrs
9 yrs 11 mo
AUM
₹134.76 Cr
₹66.05 Cr
Alpha – 1 Year
−1.08%
9.99%
Alpha – 3 Years
1.34%
1.36%
Information Ratio – 3 Years
0.07
0.51
Volatility – 1 Year
10.79%
17.05%
Volatility – 3 Years
9.62%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.10
1.00
Sharpe Ratio – 1 Year
-0.01
0.31
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
0.05%
0.57%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−11.50%
−17.08%
Recovery Period
80 days
233 days
1-Year Rolling Windows Positive
99.79%
99.96%
Median Rolling Year
10.94%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 84% · M 12%
Number of Stocks
33
23
Portfolio P/E
25.96
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Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—