Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.47%
4.64%
6 Months
5.42%
20.32%
1 Year
9.64%
29.93%
3 Years
10.36%
—
5 Years
7.75%
—
Since Inception
11.08%
15.24%
Fund Age
9 yrs 11 mo
1 yr 9 mo
AUM
₹66.05 Cr
₹3.17 Cr
Alpha – 1 Year
9.99%
25.21%
Alpha – 3 Years
1.36%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
17.05%
24.54%
Volatility – 3 Years
14.23%
—
Beta – 1 Year
1.05
1.19
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
0.97
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
−12.48%
Recovery Period
233 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
23
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –