Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
5.42%
31.10%
1 Year
9.64%
52.47%
3 Years
10.36%
17.74%
5 Years
7.75%
16.38%
Since Inception
11.08%
15.58%
Fund Age
9 yrs 11 mo
16 yrs 9 mo
AUM
₹66.05 Cr
₹132.42 Cr
Alpha – 1 Year
9.99%
47.75%
Alpha – 3 Years
1.36%
5.65%
Information Ratio – 3 Years
0.51
0.46
Volatility – 1 Year
17.05%
26.74%
Volatility – 3 Years
14.23%
21.32%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.31
1.52
Sharpe Ratio – 3 Years
0.40
0.68
Worst Rolling Year
0.57%
-15.93%
Value at Worst Rolling Year
₹1.01 Cr
₹0.84 Cr
Deepest Drawdown
−17.08%
−20.79%
Recovery Period
233 days
134 days
1-Year Rolling Windows Positive
99.96%
89.14%
Median Rolling Year
11.79%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 84% · M 12%
M 9% · S 83%
Number of Stocks
23
26
Portfolio P/E
—
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%