Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.47%
2.21%
6 Months
5.42%
21.04%
1 Year
9.64%
21.34%
3 Years
10.36%
19.08%
5 Years
7.75%
23.67%
Since Inception
11.08%
—
Fund Age
9 yrs 11 mo
6 yrs 4 mo
AUM
₹66.05 Cr
₹364.08 Cr
Alpha – 1 Year
9.99%
21.69%
Alpha – 3 Years
1.36%
10.08%
Information Ratio – 3 Years
0.51
0.52
Volatility – 1 Year
17.05%
32.28%
Volatility – 3 Years
14.23%
28.08%
Beta – 1 Year
1.05
1.47
Beta – 3 Years
1.00
1.60
Sharpe Ratio – 1 Year
0.31
0.58
Sharpe Ratio – 3 Years
0.40
0.57
Worst Rolling Year
0.57%
15.61%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−17.08%
−31.98%
Recovery Period
233 days
457 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 90% · M 10%
Number of Stocks
23
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%