Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
5.42%
17.95%
1 Year
9.64%
21.71%
3 Years
10.36%
19.34%
5 Years
7.75%
—
Since Inception
11.08%
19.34%
Fund Age
9 yrs 11 mo
3 yrs 6 mo
AUM
₹66.05 Cr
₹18.73 Cr
Alpha – 1 Year
9.99%
16.99%
Alpha – 3 Years
1.36%
7.25%
Information Ratio – 3 Years
0.51
0.85
Volatility – 1 Year
17.05%
22.22%
Volatility – 3 Years
14.23%
20.72%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
0.31
0.75
Sharpe Ratio – 3 Years
0.40
0.85
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
—
Recovery Period
233 days
—
1-Year Rolling Windows Positive
99.96%
—
Median Rolling Year
11.79%
—
5-Year Rolling Windows Positive
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%