Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
1.73%
6 Months
7.53%
7.38%
1 Year
10.69%
6.08%
3 Years
9.96%
8.22%
5 Years
10.97%
7.99%
Since Inception
20.53%
12.63%
Fund Age
14 yrs 7 mo
9 yrs 9 mo
AUM
₹132.39 Cr
₹145.75 Cr
Alpha – 1 Year
5.97%
1.36%
Alpha – 3 Years
−2.13%
−3.87%
Information Ratio – 3 Years
-0.28
-0.60
Volatility – 1 Year
20.88%
20.08%
Volatility – 3 Years
19.08%
16.27%
Beta – 1 Year
1.15
1.12
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
0.13
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
-4.87%
-1.76%
Value at Worst Rolling Year
₹0.95 Cr
₹0.98 Cr
Deepest Drawdown
−22.42%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
98.75%
Median Rolling Year
20.05%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 62% · M 20% · S 7%
Number of Stocks
23
25
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%