Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
9.22%
6 Months
5.42%
9.86%
1 Year
9.64%
32.16%
3 Years
10.36%
19.13%
5 Years
7.75%
12.16%
Since Inception
11.08%
16.12%
Fund Age
9 yrs 11 mo
5 yrs 10 mo
AUM
₹66.05 Cr
₹170.31 Cr
Alpha – 1 Year
9.99%
27.44%
Alpha – 3 Years
1.36%
7.04%
Information Ratio – 3 Years
0.51
0.58
Volatility – 1 Year
17.05%
17.07%
Volatility – 3 Years
14.23%
17.73%
Beta – 1 Year
1.05
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
0.31
1.42
Sharpe Ratio – 3 Years
0.40
0.79
Worst Rolling Year
0.57%
0.71%
Value at Worst Rolling Year
₹1.01 Cr
₹1.01 Cr
Deepest Drawdown
−17.08%
−30.82%
Recovery Period
233 days
429 days
1-Year Rolling Windows Positive
99.96%
99.71%
Median Rolling Year
11.79%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 11% · M 1% · S 72%
Number of Stocks
23
18
Portfolio P/E
—
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%