Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
5.80%
6 Months
5.42%
20.03%
1 Year
9.64%
17.27%
3 Years
10.36%
12.81%
5 Years
7.75%
11.98%
Since Inception
11.08%
14.70%
Fund Age
9 yrs 11 mo
6 yrs 10 mo
AUM
₹66.05 Cr
₹201.68 Cr
Alpha – 1 Year
9.99%
12.55%
Alpha – 3 Years
1.36%
0.73%
Information Ratio – 3 Years
0.51
0.15
Volatility – 1 Year
17.05%
22.73%
Volatility – 3 Years
14.23%
20.11%
Beta – 1 Year
1.05
1.17
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
0.31
0.58
Sharpe Ratio – 3 Years
0.40
0.44
Worst Rolling Year
0.57%
7.98%
Value at Worst Rolling Year
₹1.01 Cr
₹1.08 Cr
Deepest Drawdown
−17.08%
−25.65%
Recovery Period
233 days
520 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 38% · M 4% · S 49%
Number of Stocks
23
24
Portfolio P/E
—
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
—
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%