Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Shriram Future GEMS
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.47%
2.93%
6 Months
5.42%
1.59%
1 Year
9.64%
25.48%
3 Years
10.36%
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5 Years
7.75%
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Since Inception
11.08%
30.29%
Fund Age
9 yrs 11 mo
18 mo
AUM
₹66.05 Cr
₹0.8 Cr
Alpha – 1 Year
9.99%
25.83%
Alpha – 3 Years
1.36%
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Information Ratio – 3 Years
0.51
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Volatility – 1 Year
17.05%
16.88%
Volatility – 3 Years
14.23%
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Beta – 1 Year
1.05
0.86
Beta – 3 Years
1.00
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Sharpe Ratio – 1 Year
0.31
1.13
Sharpe Ratio – 3 Years
0.40
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Worst Rolling Year
0.57%
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Value at Worst Rolling Year
₹1.01 Cr
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Deepest Drawdown
−17.08%
−15.67%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
—
Median Rolling Year
11.79%
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5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 84% · M 12%
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Number of Stocks
23
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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