Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
SBI MF - ESG Portfolio
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%
2.26%
6 Months
5.42%
18.40%
1 Year
9.64%
9.21%
3 Years
10.36%
13.13%
5 Years
7.75%
13.39%
Since Inception
11.08%
14.83%
Fund Age
9 yrs 11 mo
10 yrs
AUM
₹66.05 Cr
₹666.2 Cr
Alpha – 1 Year
9.99%
9.64%
Alpha – 3 Years
1.36%
4.56%
Information Ratio – 3 Years
0.51
0.38
Volatility – 1 Year
17.05%
18.95%
Volatility – 3 Years
14.23%
16.01%
Beta – 1 Year
1.05
0.98
Beta – 3 Years
1.00
0.90
Sharpe Ratio – 1 Year
0.31
0.27
Sharpe Ratio – 3 Years
0.40
0.52
Worst Rolling Year
0.57%
-3.31%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−17.08%
−20.80%
Recovery Period
233 days
109 days
1-Year Rolling Windows Positive
99.96%
96.71%
Median Rolling Year
11.79%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%