Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.47%
3.26%
6 Months
5.42%
4.03%
1 Year
9.64%
0.70%
3 Years
10.36%
10.01%
5 Years
7.75%
8.40%
Since Inception
11.08%
14.84%
Fund Age
9 yrs 11 mo
7 yrs 10 mo
AUM
₹66.05 Cr
₹2,937.84 Cr
Alpha – 1 Year
9.99%
−2.28%
Alpha – 3 Years
1.36%
−1.88%
Information Ratio – 3 Years
0.51
-0.37
Volatility – 1 Year
17.05%
17.90%
Volatility – 3 Years
14.23%
14.65%
Beta – 1 Year
1.05
1.00
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
0.31
-0.18
Sharpe Ratio – 3 Years
0.40
0.35
Worst Rolling Year
0.57%
7.25%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.08%
−18.24%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 58% · M 15% · S 26%
Number of Stocks
23
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%