Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Shade - Value Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Shade - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.06%
6 Months
5.42%
28.09%
1 Year
9.64%
17.43%
3 Years
10.36%
22.60%
5 Years
7.75%
15.65%
Since Inception
11.08%
17.87%
Fund Age
9 yrs 11 mo
14 yrs 6 mo
AUM
₹66.05 Cr
₹91.04 Cr
Alpha – 1 Year
9.99%
12.71%
Alpha – 3 Years
1.36%
10.51%
Information Ratio – 3 Years
0.51
0.90
Volatility – 1 Year
17.05%
26.94%
Volatility – 3 Years
14.23%
23.01%
Beta – 1 Year
1.05
1.37
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
0.31
0.52
Sharpe Ratio – 3 Years
0.40
0.87
Worst Rolling Year
0.57%
-12.87%
Value at Worst Rolling Year
₹1.01 Cr
₹0.87 Cr
Deepest Drawdown
−17.08%
−29.02%
Recovery Period
233 days
232 days
1-Year Rolling Windows Positive
99.96%
90.16%
Median Rolling Year
11.79%
19.58%
5-Year Rolling Windows Positive
100.00%
99.13%
Market-Cap Mix
L 84% · M 12%
M 1% · S 87%
Number of Stocks
23
42
Portfolio P/E
—
40.73
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%
Nuvama Wealth Management Ltd · 4.23%
Ujjivan Small Finance Bank Ltd · 4.19%
Omnitech Engineering Ltd · 3.92%
TD Power Systems Ltd · 3.91%
Thyrocare Technologies Ltd · 3.78%
Top Sectors
—
Capital Goods · 25.00%
Healthcare · 18.00%
Financial Services · 17.93%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%