Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Sundaram Alternate - SISOP
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%
5.72%
6 Months
5.42%
23.48%
1 Year
9.64%
38.68%
3 Years
10.36%
26.01%
5 Years
7.75%
16.58%
Since Inception
11.08%
18.98%
Fund Age
9 yrs 11 mo
16 yrs 6 mo
AUM
₹66.05 Cr
₹1,885.18 Cr
Alpha – 1 Year
9.99%
33.96%
Alpha – 3 Years
1.36%
13.92%
Information Ratio – 3 Years
0.51
1.27
Volatility – 1 Year
17.05%
28.06%
Volatility – 3 Years
14.23%
20.41%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
0.31
1.12
Sharpe Ratio – 3 Years
0.40
1.06
Worst Rolling Year
0.57%
-4.06%
Value at Worst Rolling Year
₹1.01 Cr
₹0.96 Cr
Deepest Drawdown
−17.08%
−18.24%
Recovery Period
233 days
60 days
1-Year Rolling Windows Positive
99.96%
98.28%
Median Rolling Year
11.79%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 84% · M 12%
L 40% · M 32% · S 24%
Number of Stocks
23
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%