Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Sanctum Wealth - Indian Olympians
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
5.42%
−1.47%
1 Year
9.64%
6.66%
3 Years
10.36%
11.29%
5 Years
7.75%
13.68%
Since Inception
11.08%
15.03%
Fund Age
9 yrs 11 mo
5 yrs 7 mo
AUM
₹66.05 Cr
₹138.83 Cr
Alpha – 1 Year
9.99%
7.01%
Alpha – 3 Years
1.36%
2.30%
Information Ratio – 3 Years
0.51
0.23
Volatility – 1 Year
17.05%
16.50%
Volatility – 3 Years
14.23%
16.10%
Beta – 1 Year
1.05
0.93
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.31
0.15
Sharpe Ratio – 3 Years
0.40
0.41
Worst Rolling Year
0.57%
11.25%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−17.08%
−21.42%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
—
Number of Stocks
23
18
Portfolio P/E
—
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%