Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Shepherds Hill - Value Magno
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.15%
6 Months
5.42%
5.44%
1 Year
9.64%
6.80%
3 Years
10.36%
17.32%
5 Years
7.75%
18.10%
Since Inception
11.08%
16.54%
Fund Age
9 yrs 11 mo
11 yrs 1 mo
AUM
₹66.05 Cr
₹120.51 Cr
Alpha – 1 Year
9.99%
3.04%
Alpha – 3 Years
1.36%
6.42%
Information Ratio – 3 Years
0.51
0.53
Volatility – 1 Year
17.05%
13.99%
Volatility – 3 Years
14.23%
15.09%
Beta – 1 Year
1.05
0.76
Beta – 3 Years
1.00
0.68
Sharpe Ratio – 1 Year
0.31
0.16
Sharpe Ratio – 3 Years
0.40
0.86
Worst Rolling Year
0.57%
-18.71%
Value at Worst Rolling Year
₹1.01 Cr
₹0.81 Cr
Deepest Drawdown
−17.08%
−12.53%
Recovery Period
233 days
92 days
1-Year Rolling Windows Positive
99.96%
77.50%
Median Rolling Year
11.79%
19.23%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 84% · M 12%
L 15% · M 5% · S 66%
Number of Stocks
23
16
Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
—
—
Performance Fee / Plan
—
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%