Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
7.67%
6 Months
5.42%
27.70%
1 Year
9.64%
47.52%
3 Years
10.36%
23.98%
5 Years
7.75%
15.87%
Since Inception
11.08%
18.55%
Fund Age
9 yrs 11 mo
16 yrs 2 mo
AUM
₹66.05 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.99%
42.80%
Alpha – 3 Years
1.36%
11.89%
Information Ratio – 3 Years
0.51
1.12
Volatility – 1 Year
17.05%
28.29%
Volatility – 3 Years
14.23%
20.76%
Beta – 1 Year
1.05
1.36
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
0.31
1.33
Sharpe Ratio – 3 Years
0.40
0.99
Worst Rolling Year
0.57%
-4.58%
Value at Worst Rolling Year
₹1.01 Cr
₹0.95 Cr
Deepest Drawdown
−17.08%
−19.51%
Recovery Period
233 days
115 days
1-Year Rolling Windows Positive
99.96%
97.86%
Median Rolling Year
11.79%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 22% · M 32% · S 42%
Number of Stocks
23
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%