Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Long Term Growth vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Long Term 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
7.49%
1.47%
6 Months
27.88%
5.42%
1 Year
29.03%
9.64%
3 Years
18.18%
10.36%
5 Years
15.45%
7.75%
Since Inception
16.74%
11.08%
Fund Age
10 yrs 9 mo
9 yrs 11 mo
AUM
₹245.99 Cr
₹66.05 Cr
Alpha – 1 Year
24.31%
9.99%
Alpha – 3 Years
6.09%
1.36%
Information Ratio – 3 Years
0.49
0.51
Volatility – 1 Year
21.97%
17.05%
Volatility – 3 Years
17.89%
14.23%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
1.03
0.31
Sharpe Ratio – 3 Years
0.70
0.40
Worst Rolling Year
1.53%
0.57%
Value at Worst Rolling Year
₹1.02 Cr
₹1.01 Cr
Deepest Drawdown
−20.27%
−17.08%
Recovery Period
205 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
15.98%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 36% · M 27% · S 36%
L 84% · M 12%
Number of Stocks
44
23
Portfolio P/E
69.76
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Top 5 Holdings
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
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 · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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