Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Sowilo Multicap Fund
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%
3.12%
6 Months
5.42%
20.18%
1 Year
9.64%
17.30%
3 Years
10.36%
18.32%
5 Years
7.75%
—
Since Inception
11.08%
21.17%
Fund Age
9 yrs 11 mo
3 yrs 2 mo
AUM
₹66.05 Cr
₹171.55 Cr
Alpha – 1 Year
9.99%
12.58%
Alpha – 3 Years
1.36%
6.23%
Information Ratio – 3 Years
0.51
0.82
Volatility – 1 Year
17.05%
24.39%
Volatility – 3 Years
14.23%
21.61%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
1.00
1.25
Sharpe Ratio – 1 Year
0.31
0.55
Sharpe Ratio – 3 Years
0.40
0.70
Worst Rolling Year
0.57%
18.30%
Value at Worst Rolling Year
₹1.01 Cr
₹1.18 Cr
Deepest Drawdown
−17.08%
−26.88%
Recovery Period
233 days
487 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 4% · M 4% · S 88%
Number of Stocks
23
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%