Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
1.73%
6 Months
7.57%
7.38%
1 Year
24.83%
6.08%
3 Years
11.31%
8.22%
5 Years
11.03%
7.99%
Since Inception
14.72%
12.63%
Fund Age
7 yrs 4 mo
9 yrs 9 mo
AUM
₹2.98 Cr
₹145.75 Cr
Alpha – 1 Year
20.11%
1.36%
Alpha – 3 Years
−0.77%
−3.87%
Information Ratio – 3 Years
-0.21
-0.60
Volatility – 1 Year
23.09%
20.08%
Volatility – 3 Years
22.29%
16.27%
Beta – 1 Year
1.17
1.12
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.85
0.13
Sharpe Ratio – 3 Years
0.40
0.24
Worst Rolling Year
5.08%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−34.65%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
17.38%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 62% · M 20% · S 7%
Number of Stocks
10
25
Portfolio P/E
24.78
—
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%