Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.41%
6 Months
5.42%
20.81%
1 Year
9.64%
15.63%
3 Years
10.36%
13.76%
5 Years
7.75%
—
Since Inception
11.08%
14.77%
Fund Age
9 yrs 11 mo
4 yrs 6 mo
AUM
₹66.05 Cr
₹751.68 Cr
Alpha – 1 Year
9.99%
16.06%
Alpha – 3 Years
1.36%
5.19%
Information Ratio – 3 Years
0.51
0.25
Volatility – 1 Year
17.05%
18.90%
Volatility – 3 Years
14.23%
16.75%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
1.00
0.79
Sharpe Ratio – 1 Year
0.31
0.57
Sharpe Ratio – 3 Years
0.40
0.53
Worst Rolling Year
0.57%
13.60%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−17.08%
−21.60%
Recovery Period
233 days
476 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
15.94%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 84% · M 12%
L 16% · M 11% · S 70%
Number of Stocks
23
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%