Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Olympians vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Olympians
Wright Factor Fund
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%
10.96%
6 Months
5.42%
14.84%
1 Year
9.64%
16.93%
3 Years
10.36%
—
5 Years
7.75%
—
Since Inception
11.08%
20.33%
Fund Age
9 yrs 11 mo
3 yrs
AUM
₹66.05 Cr
₹214.05 Cr
Alpha – 1 Year
9.99%
12.21%
Alpha – 3 Years
1.36%
—
Information Ratio – 3 Years
0.51
0.51
Volatility – 1 Year
17.05%
22.29%
Volatility – 3 Years
14.23%
21.03%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.31
0.57
Sharpe Ratio – 3 Years
0.40
0.72
Worst Rolling Year
0.57%
18.92%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−17.08%
−27.91%
Recovery Period
233 days
Not yet recovered
1-Year Rolling Windows Positive
99.96%
100.00%
Median Rolling Year
11.79%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 84% · M 12%
L 12% · M 21% · S 55%
Number of Stocks
23
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%