Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
ValPro Alpha A
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%
0.73%
6 Months
5.42%
20.81%
1 Year
9.64%
18.30%
3 Years
10.36%
17.96%
5 Years
7.75%
12.95%
Since Inception
11.08%
15.75%
Fund Age
9 yrs 11 mo
5 yrs 4 mo
AUM
₹66.05 Cr
₹193.44 Cr
Alpha – 1 Year
9.99%
19.72%
Alpha – 3 Years
1.36%
10.22%
Information Ratio – 3 Years
0.51
1.02
Volatility – 1 Year
17.05%
26.31%
Volatility – 3 Years
14.23%
19.93%
Beta – 1 Year
1.05
1.42
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
0.31
0.55
Sharpe Ratio – 3 Years
0.40
0.67
Worst Rolling Year
0.57%
8.87%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.08%
−19.69%
Recovery Period
233 days
37 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 31% · M 8% · S 35%
Number of Stocks
23
112
Portfolio P/E
—
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
—
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%