Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
1.47%
6 Months
31.65%
5.42%
1 Year
26.47%
9.64%
3 Years
18.72%
10.36%
5 Years
16.28%
7.75%
Since Inception
14.51%
11.08%
Fund Age
10 yrs 10 mo
9 yrs 11 mo
AUM
₹423.36 Cr
₹66.05 Cr
Alpha – 1 Year
21.75%
9.99%
Alpha – 3 Years
6.63%
1.36%
Information Ratio – 3 Years
0.36
0.51
Volatility – 1 Year
28.25%
17.05%
Volatility – 3 Years
24.90%
14.23%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.78
0.31
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
-5.98%
0.57%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−31.67%
−17.08%
Recovery Period
492 days
233 days
1-Year Rolling Windows Positive
86.69%
99.96%
Median Rolling Year
14.66%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 84% · M 12%
Number of Stocks
62
23
Portfolio P/E
61.63
—
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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 · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—