Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Turtle Wealth -Wealth 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%
4.93%
6 Months
5.42%
2.72%
1 Year
9.64%
22.88%
3 Years
10.36%
20.47%
5 Years
7.75%
15.12%
Since Inception
11.08%
17.02%
Fund Age
9 yrs 11 mo
6 yrs 11 mo
AUM
₹66.05 Cr
₹261.05 Cr
Alpha – 1 Year
9.99%
18.16%
Alpha – 3 Years
1.36%
8.38%
Information Ratio – 3 Years
0.51
0.98
Volatility – 1 Year
17.05%
17.62%
Volatility – 3 Years
14.23%
15.64%
Beta – 1 Year
1.05
0.83
Beta – 3 Years
1.00
0.87
Sharpe Ratio – 1 Year
0.31
0.97
Sharpe Ratio – 3 Years
0.40
0.94
Worst Rolling Year
0.57%
7.22%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.08%
−19.96%
Recovery Period
233 days
189 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 28% · M 19% · S 43%
Number of Stocks
23
18
Portfolio P/E
—
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%