PMS · Equity · Large Cap
Sanctum Wealth - Indian Olympians
Fund size₹66 Cr
Alpha (3Y)1.31%
3Y return10.36%
Fund age9 yrs 11 mo
Fund Manager
Growth of₹Cr
Sanctum Wealth Indian Olympians
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Sanctum Wealth Indian Olympians | 2.73% | 9.64% | 3.85% | 10.36% | 7.75% | 11.08% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | 12.06% |
| Excess over benchmark | 9.73% | 9.99% | 5.04% | 1.36% | −0.57% | −0.98% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
14.23%
Benchmark approx 13.20%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.40
Sharpe
Excess return gained per unit of volatility.
Capture ratio
101 / 92
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.08% from its 29 Sep 2024 peak to a 04 Mar 2025 trough, and recovered on 23 Oct 2025 after 233 days.
Max drawdowns
−17.08%
Recovery period
233 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 04 Mar 2025 | −17.08% | 156 days | 23 Oct 2025 | 233 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough04 Mar 2025
Depth−17.08%
Fell over156 days
Recovered23 Oct 2025
Recovery took233 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
23
Asset class
Equity
Market cap
Large cap83.85%
Mid cap11.91%
Small cap
Cash & others
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