Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
1.47%
6 Months
11.46%
5.42%
1 Year
8.21%
9.64%
3 Years
12.09%
10.36%
5 Years
11.81%
7.75%
Since Inception
13.34%
11.08%
Fund Age
5 yrs 3 mo
9 yrs 11 mo
AUM
₹34.29 Cr
₹66.05 Cr
Alpha – 1 Year
5.23%
9.99%
Alpha – 3 Years
0.21%
1.36%
Information Ratio – 3 Years
0.17
0.51
Volatility – 1 Year
24.84%
17.05%
Volatility – 3 Years
21.42%
14.23%
Beta – 1 Year
1.25
1.05
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.21
0.31
Sharpe Ratio – 3 Years
0.49
0.40
Worst Rolling Year
7.11%
0.57%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−34.77%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.26%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 84% · M 12%
Number of Stocks
37
23
Portfolio P/E
52.15
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Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
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