Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
1.73%
6 Months
−2.07%
7.38%
1 Year
−0.17%
6.08%
3 Years
9.32%
8.22%
5 Years
7.90%
7.99%
Since Inception
11.39%
12.63%
Fund Age
7 yrs 6 mo
9 yrs 9 mo
AUM
₹2.61 Cr
₹145.75 Cr
Alpha – 1 Year
0.18%
1.36%
Alpha – 3 Years
0.32%
−3.87%
Information Ratio – 3 Years
0.24
-0.60
Volatility – 1 Year
16.91%
20.08%
Volatility – 3 Years
14.31%
16.27%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
-0.24
0.13
Sharpe Ratio – 3 Years
0.31
0.24
Worst Rolling Year
7.30%
-1.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
−17.23%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
13.22%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 62% · M 20% · S 7%
Number of Stocks
26
25
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%