Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.79%
6 Months
5.42%
18.76%
1 Year
9.64%
31.67%
3 Years
10.36%
24.57%
5 Years
7.75%
—
Since Inception
11.08%
26.31%
Fund Age
9 yrs 11 mo
2 yrs 4 mo
AUM
₹66.05 Cr
₹160.31 Cr
Alpha – 1 Year
9.99%
26.95%
Alpha – 3 Years
1.36%
12.48%
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
17.05%
17.93%
Volatility – 3 Years
14.23%
20.59%
Beta – 1 Year
1.05
0.80
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
1.34
Sharpe Ratio – 3 Years
0.40
1.78
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
−12.22%
Recovery Period
233 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%