Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Vallum India Discovery
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%
8.27%
6 Months
5.42%
25.28%
1 Year
9.64%
14.17%
3 Years
10.36%
11.84%
5 Years
7.75%
13.19%
Since Inception
11.08%
20.72%
Fund Age
9 yrs 11 mo
5 yrs 11 mo
AUM
₹66.05 Cr
₹1,246.45 Cr
Alpha – 1 Year
9.99%
9.45%
Alpha – 3 Years
1.36%
−0.25%
Information Ratio – 3 Years
0.51
0.04
Volatility – 1 Year
17.05%
23.38%
Volatility – 3 Years
14.23%
20.74%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
0.31
0.45
Sharpe Ratio – 3 Years
0.40
0.42
Worst Rolling Year
0.57%
8.63%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.08%
−32.42%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
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Number of Stocks
23
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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%
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Top Sectors
—
—
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
1% / 0.5% / 0%