Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
8.72%
6 Months
5.42%
28.59%
1 Year
9.64%
28.02%
3 Years
10.36%
18.67%
5 Years
7.75%
17.18%
Since Inception
11.08%
20.03%
Fund Age
9 yrs 11 mo
5 yrs 4 mo
AUM
₹66.05 Cr
₹221.27 Cr
Alpha – 1 Year
9.99%
28.37%
Alpha – 3 Years
1.36%
9.68%
Information Ratio – 3 Years
0.51
0.87
Volatility – 1 Year
17.05%
22.32%
Volatility – 3 Years
14.23%
17.88%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
0.31
0.99
Sharpe Ratio – 3 Years
0.40
0.81
Worst Rolling Year
0.57%
13.69%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−17.08%
−20.50%
Recovery Period
233 days
429 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 19% · M 4% · S 74%
Number of Stocks
23
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –