Portfolio Management Services (PMS)Compare Schemes
Sameeksha - Equity Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Sameeksha - Equity Fund
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
−0.38%
1.47%
6 Months
11.48%
5.42%
1 Year
7.29%
9.64%
3 Years
16.29%
10.36%
5 Years
16.45%
7.75%
Since Inception
20.67%
11.08%
Fund Age
10 yrs 4 mo
9 yrs 11 mo
AUM
₹1,333.94 Cr
₹66.05 Cr
Alpha – 1 Year
2.57%
9.99%
Alpha – 3 Years
4.20%
1.36%
Information Ratio – 3 Years
0.52
0.51
Volatility – 1 Year
21.33%
17.05%
Volatility – 3 Years
16.22%
14.23%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.18
0.31
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
-0.52%
0.57%
Value at Worst Rolling Year
₹0.99 Cr
₹1.01 Cr
Deepest Drawdown
−19.36%
−17.08%
Recovery Period
122 days
233 days
1-Year Rolling Windows Positive
98.89%
99.96%
Median Rolling Year
25.38%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
50
23
Portfolio P/E
21.52
—
Top 5 Holdings
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
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
0.05% / yr
—
Performance Fee / Plan
0% of profit
—
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
—