Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
White Whale - North Star Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.86%
6 Months
5.42%
12.33%
1 Year
9.64%
4.88%
3 Years
10.36%
11.50%
5 Years
7.75%
8.05%
Since Inception
11.08%
12.28%
Fund Age
9 yrs 11 mo
5 yrs 9 mo
AUM
₹66.05 Cr
₹65.79 Cr
Alpha – 1 Year
9.99%
5.23%
Alpha – 3 Years
1.36%
2.50%
Information Ratio – 3 Years
0.51
0.20
Volatility – 1 Year
17.05%
22.05%
Volatility – 3 Years
14.23%
16.19%
Beta – 1 Year
1.05
1.25
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
0.31
0.08
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
0.57%
2.51%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−17.08%
−22.63%
Recovery Period
233 days
143 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 46% · M 9% · S 40%
Number of Stocks
23
16
Portfolio P/E
—
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
—
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%