Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
5.42%
2.89%
1 Year
9.64%
2.59%
3 Years
10.36%
10.39%
5 Years
7.75%
8.86%
Since Inception
11.08%
11.13%
Fund Age
9 yrs 11 mo
5 yrs 6 mo
AUM
₹66.05 Cr
₹63.54 Cr
Alpha – 1 Year
9.99%
−0.39%
Alpha – 3 Years
1.36%
−1.50%
Information Ratio – 3 Years
0.51
-0.34
Volatility – 1 Year
17.05%
16.68%
Volatility – 3 Years
14.23%
13.79%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
1.00
0.88
Sharpe Ratio – 1 Year
0.31
-0.09
Sharpe Ratio – 3 Years
0.40
0.40
Worst Rolling Year
0.57%
6.98%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.08%
−15.31%
Recovery Period
233 days
227 days
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 84% · M 12%
L 69% · M 25% · S 5%
Number of Stocks
23
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%