Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.55%
1.73%
6 Months
10.18%
7.38%
1 Year
20.91%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
11.43%
12.63%
Fund Age
2 yrs 7 mo
9 yrs 9 mo
AUM
₹1,327.89 Cr
₹145.75 Cr
Alpha – 1 Year
16.19%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
20.66%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.16
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.77
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−13.88%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
L 62% · M 20% · S 7%
Number of Stocks
34
25
Portfolio P/E
25.26
—
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%