Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
5.42%
6.39%
1 Year
9.64%
0.37%
3 Years
10.36%
11.18%
5 Years
7.75%
—
Since Inception
11.08%
4.21%
Fund Age
9 yrs 11 mo
4 yrs 6 mo
AUM
₹66.05 Cr
₹59.82 Cr
Alpha – 1 Year
9.99%
−2.61%
Alpha – 3 Years
1.36%
−0.71%
Information Ratio – 3 Years
0.51
0.13
Volatility – 1 Year
17.05%
22.91%
Volatility – 3 Years
14.23%
17.96%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.31
-0.11
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
0.57%
3.87%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−17.08%
−25.26%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 40% · M 26% · S 33%
Number of Stocks
23
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%