Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Active Alpha Multicap vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Active Alpha Multicap
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
10.15%
1.47%
6 Months
31.39%
5.42%
1 Year
26.01%
9.64%
3 Years
19.28%
10.36%
5 Years
23.67%
7.75%
Since Inception
28.23%
11.08%
Fund Age
5 yrs 4 mo
9 yrs 11 mo
AUM
₹483.07 Cr
₹66.05 Cr
Alpha – 1 Year
21.29%
9.99%
Alpha – 3 Years
7.19%
1.36%
Information Ratio – 3 Years
0.38
0.51
Volatility – 1 Year
27.77%
17.05%
Volatility – 3 Years
26.19%
14.23%
Beta – 1 Year
1.29
1.05
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.78
0.31
Sharpe Ratio – 3 Years
0.61
0.40
Worst Rolling Year
19.29%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−32.66%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
33.93%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 81%
L 84% · M 12%
Number of Stocks
63
23
Portfolio P/E
62.66
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Top 5 Holdings
—
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
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—