Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
ValueQuest - Platinum
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%
2.62%
6 Months
5.42%
20.31%
1 Year
9.64%
5.50%
3 Years
10.36%
14.22%
5 Years
7.75%
16.13%
Since Inception
11.08%
18.70%
Fund Age
9 yrs 11 mo
9 yrs 8 mo
AUM
₹66.05 Cr
₹3,491.64 Cr
Alpha – 1 Year
9.99%
2.52%
Alpha – 3 Years
1.36%
2.33%
Information Ratio – 3 Years
0.51
0.19
Volatility – 1 Year
17.05%
25.24%
Volatility – 3 Years
14.23%
21.26%
Beta – 1 Year
1.05
1.29
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
0.31
0.11
Sharpe Ratio – 3 Years
0.40
0.48
Worst Rolling Year
0.57%
-9.34%
Value at Worst Rolling Year
₹1.01 Cr
₹0.91 Cr
Deepest Drawdown
−17.08%
−6.25%
Recovery Period
233 days
13 days
1-Year Rolling Windows Positive
99.96%
93.29%
Median Rolling Year
11.79%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 1%