Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.47%
1.87%
6 Months
5.42%
3.49%
1 Year
9.64%
5.55%
3 Years
10.36%
12.97%
5 Years
7.75%
—
Since Inception
11.08%
12.27%
Fund Age
9 yrs 11 mo
4 yrs 3 mo
AUM
₹66.05 Cr
₹25.94 Cr
Alpha – 1 Year
9.99%
−0.42%
Alpha – 3 Years
1.36%
2.07%
Information Ratio – 3 Years
0.51
0.10
Volatility – 1 Year
17.05%
15.73%
Volatility – 3 Years
14.23%
12.26%
Beta – 1 Year
1.05
1.56
Beta – 3 Years
1.00
1.42
Sharpe Ratio – 1 Year
0.31
0.07
Sharpe Ratio – 3 Years
0.40
0.62
Worst Rolling Year
0.57%
11.68%
Value at Worst Rolling Year
₹1.01 Cr
₹1.12 Cr
Deepest Drawdown
−17.08%
−11.81%
Recovery Period
233 days
122 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
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—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%