Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
SVAN Velocity
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%
3.40%
6 Months
5.42%
21.77%
1 Year
9.64%
16.05%
3 Years
10.36%
23.24%
5 Years
7.75%
—
Since Inception
11.08%
24.82%
Fund Age
9 yrs 11 mo
3 yrs 1 mo
AUM
₹66.05 Cr
₹415.03 Cr
Alpha – 1 Year
9.99%
11.33%
Alpha – 3 Years
1.36%
11.15%
Information Ratio – 3 Years
0.51
0.72
Volatility – 1 Year
17.05%
25.50%
Volatility – 3 Years
14.23%
24.35%
Beta – 1 Year
1.05
1.34
Beta – 3 Years
1.00
1.27
Sharpe Ratio – 1 Year
0.31
0.50
Sharpe Ratio – 3 Years
0.40
0.77
Worst Rolling Year
0.57%
23.24%
Value at Worst Rolling Year
₹1.01 Cr
₹1.23 Cr
Deepest Drawdown
−17.08%
−25.33%
Recovery Period
233 days
104 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
24.73%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 84% · M 12%
M 2% · S 95%
Number of Stocks
23
—
Portfolio P/E
—
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
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—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –