Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
WhiteOak Capital Research Select 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%
2.78%
6 Months
5.42%
1.92%
1 Year
9.64%
0.43%
3 Years
10.36%
—
5 Years
7.75%
—
Since Inception
11.08%
6.17%
Fund Age
9 yrs 11 mo
2 yrs 2 mo
AUM
₹66.05 Cr
₹22.98 Cr
Alpha – 1 Year
9.99%
−2.55%
Alpha – 3 Years
1.36%
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
17.05%
16.90%
Volatility – 3 Years
14.23%
—
Beta – 1 Year
1.05
0.96
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
-0.22
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
0.57%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.08%
−16.17%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
—
Median Rolling Year
11.79%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 61% · M 14% · S 21%
Number of Stocks
23
41
Portfolio P/E
—
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%