Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.46%
6 Months
5.42%
6.77%
1 Year
9.64%
7.38%
3 Years
10.36%
9.03%
5 Years
7.75%
—
Since Inception
11.08%
10.29%
Fund Age
9 yrs 11 mo
4 yrs 2 mo
AUM
₹66.05 Cr
₹9.69 Cr
Alpha – 1 Year
9.99%
7.73%
Alpha – 3 Years
1.36%
0.04%
Information Ratio – 3 Years
0.51
0.09
Volatility – 1 Year
17.05%
17.08%
Volatility – 3 Years
14.23%
16.18%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
1.00
1.08
Sharpe Ratio – 1 Year
0.31
0.20
Sharpe Ratio – 3 Years
0.40
0.33
Worst Rolling Year
0.57%
7.39%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.08%
−24.88%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 41% · M 53%
Number of Stocks
23
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –