Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
5.42%
24.02%
1 Year
9.64%
36.06%
3 Years
10.36%
24.43%
5 Years
7.75%
16.10%
Since Inception
11.08%
15.98%
Fund Age
9 yrs 11 mo
14 yrs 10 mo
AUM
₹66.05 Cr
₹214.08 Cr
Alpha – 1 Year
9.99%
31.34%
Alpha – 3 Years
1.36%
12.34%
Information Ratio – 3 Years
0.51
1.07
Volatility – 1 Year
17.05%
26.85%
Volatility – 3 Years
14.23%
19.70%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
1.00
1.03
Sharpe Ratio – 1 Year
0.31
1.08
Sharpe Ratio – 3 Years
0.40
0.96
Worst Rolling Year
0.57%
-9.81%
Value at Worst Rolling Year
₹1.01 Cr
₹0.90 Cr
Deepest Drawdown
−17.08%
−18.65%
Recovery Period
233 days
63 days
1-Year Rolling Windows Positive
99.96%
90.43%
Median Rolling Year
11.79%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 40% · M 33% · S 24%
Number of Stocks
23
31
Portfolio P/E
—
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%