Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Valtrust Momentum
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.78%
6 Months
5.42%
15.08%
1 Year
9.64%
13.63%
3 Years
10.36%
16.91%
5 Years
7.75%
—
Since Inception
11.08%
23.12%
Fund Age
9 yrs 11 mo
3 yrs 7 mo
AUM
₹66.05 Cr
₹78.91 Cr
Alpha – 1 Year
9.99%
8.91%
Alpha – 3 Years
1.36%
4.82%
Information Ratio – 3 Years
0.51
0.40
Volatility – 1 Year
17.05%
20.25%
Volatility – 3 Years
14.23%
21.43%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
1.00
1.18
Sharpe Ratio – 1 Year
0.31
0.47
Sharpe Ratio – 3 Years
0.40
0.59
Worst Rolling Year
0.57%
15.66%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−17.08%
−29.56%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 15% · M 30% · S 55%
Number of Stocks
23
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%