Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.47%
1.81%
6 Months
5.42%
1.04%
1 Year
9.64%
0.26%
3 Years
10.36%
5.24%
5 Years
7.75%
—
Since Inception
11.08%
8.72%
Fund Age
9 yrs 11 mo
3 yrs 3 mo
AUM
₹66.05 Cr
₹10.49 Cr
Alpha – 1 Year
9.99%
−5.71%
Alpha – 3 Years
1.36%
−5.66%
Information Ratio – 3 Years
0.51
-0.42
Volatility – 1 Year
17.05%
12.03%
Volatility – 3 Years
14.23%
9.92%
Beta – 1 Year
1.05
1.11
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
0.31
-0.37
Sharpe Ratio – 3 Years
0.40
0.02
Worst Rolling Year
0.57%
4.93%
Value at Worst Rolling Year
₹1.01 Cr
₹1.05 Cr
Deepest Drawdown
−17.08%
−12.18%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
6.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
—
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%
—
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%