Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Unifi BCAD
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%
2.20%
6 Months
5.42%
6.88%
1 Year
9.64%
5.29%
3 Years
10.36%
8.34%
5 Years
7.75%
9.52%
Since Inception
11.08%
13.35%
Fund Age
9 yrs 11 mo
8 yrs 3 mo
AUM
₹66.05 Cr
₹237.35 Cr
Alpha – 1 Year
9.99%
0.57%
Alpha – 3 Years
1.36%
−3.75%
Information Ratio – 3 Years
0.51
-0.44
Volatility – 1 Year
17.05%
19.09%
Volatility – 3 Years
14.23%
16.74%
Beta – 1 Year
1.05
1.07
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.31
0.09
Sharpe Ratio – 3 Years
0.40
0.25
Worst Rolling Year
0.57%
7.37%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.08%
−20.73%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%