Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Systamatix - Dynamic Investment
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%
7.60%
6 Months
5.42%
26.61%
1 Year
9.64%
33.69%
3 Years
10.36%
25.74%
5 Years
7.75%
21.83%
Since Inception
11.08%
—
Fund Age
9 yrs 11 mo
8 yrs 4 mo
AUM
₹66.05 Cr
₹158.52 Cr
Alpha – 1 Year
9.99%
29.93%
Alpha – 3 Years
1.36%
14.85%
Information Ratio – 3 Years
0.51
1.52
Volatility – 1 Year
17.05%
19.82%
Volatility – 3 Years
14.23%
19.44%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
0.31
1.29
Sharpe Ratio – 3 Years
0.40
1.16
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
—
Recovery Period
233 days
—
1-Year Rolling Windows Positive
99.96%
—
Median Rolling Year
11.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 31% · M 28% · S 38%
Number of Stocks
23
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%