Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
5.42%
11.30%
1 Year
9.64%
5.88%
3 Years
10.36%
—
5 Years
7.75%
—
Since Inception
11.08%
10.85%
Fund Age
9 yrs 11 mo
2 yrs 5 mo
AUM
₹66.05 Cr
₹45.96 Cr
Alpha – 1 Year
9.99%
−0.98%
Alpha – 3 Years
1.36%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
17.05%
21.88%
Volatility – 3 Years
14.23%
—
Beta – 1 Year
1.05
2.00
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
0.12
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
23
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 1%