Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
SRE - Shield
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.37%
6 Months
5.42%
3.64%
1 Year
9.64%
6.24%
3 Years
10.36%
9.36%
5 Years
7.75%
8.05%
Since Inception
11.08%
9.66%
Fund Age
9 yrs 11 mo
8 yrs 3 mo
AUM
₹66.05 Cr
₹32.8 Cr
Alpha – 1 Year
9.99%
6.59%
Alpha – 3 Years
1.36%
0.36%
Information Ratio – 3 Years
0.51
0.14
Volatility – 1 Year
17.05%
18.27%
Volatility – 3 Years
14.23%
15.46%
Beta – 1 Year
1.05
1.08
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
0.31
0.15
Sharpe Ratio – 3 Years
0.40
0.34
Worst Rolling Year
0.57%
6.25%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−17.08%
−22.11%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 58% · M 28% · S 8%
Number of Stocks
23
33
Portfolio P/E
—
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
—
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%