Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
True-Equity Factor Quant
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%
1.09%
6 Months
5.42%
3.47%
1 Year
9.64%
−3.80%
3 Years
10.36%
11.26%
5 Years
7.75%
—
Since Inception
11.08%
13.40%
Fund Age
9 yrs 11 mo
3 yrs 11 mo
AUM
₹66.05 Cr
₹143.29 Cr
Alpha – 1 Year
9.99%
−6.78%
Alpha – 3 Years
1.36%
−0.63%
Information Ratio – 3 Years
0.51
-0.10
Volatility – 1 Year
17.05%
15.14%
Volatility – 3 Years
14.23%
16.91%
Beta – 1 Year
1.05
0.83
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.31
-0.54
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
0.57%
11.18%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−17.08%
−27.14%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
—
Number of Stocks
23
50
Portfolio P/E
—
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%