Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.47%
0.44%
6 Months
5.42%
24.87%
1 Year
9.64%
7.81%
3 Years
10.36%
29.92%
5 Years
7.75%
26.50%
Since Inception
11.08%
23.67%
Fund Age
9 yrs 11 mo
5 yrs 9 mo
AUM
₹66.05 Cr
₹607.62 Cr
Alpha – 1 Year
9.99%
3.09%
Alpha – 3 Years
1.36%
17.83%
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
17.05%
37.31%
Volatility – 3 Years
14.23%
29.20%
Beta – 1 Year
1.05
1.91
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
0.22
Sharpe Ratio – 3 Years
0.40
2.38
Worst Rolling Year
0.57%
7.15%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.08%
−15.58%
Recovery Period
233 days
40 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
36.18%
5-Year Rolling Windows Positive
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%