Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
TCG Transformative Growth 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%
2.52%
6 Months
5.42%
12.02%
1 Year
9.64%
4.98%
3 Years
10.36%
—
5 Years
7.75%
—
Since Inception
11.08%
2.03%
Fund Age
9 yrs 11 mo
1 yr 10 mo
AUM
₹66.05 Cr
₹167.29 Cr
Alpha – 1 Year
9.99%
0.26%
Alpha – 3 Years
1.36%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
17.05%
26.96%
Volatility – 3 Years
14.23%
—
Beta – 1 Year
1.05
1.44
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
0.10
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
−22.46%
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%
M 5% · S 94%
Number of Stocks
23
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 1.5% / 0%