Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
1.73%
6 Months
−5.56%
7.38%
1 Year
34.70%
6.08%
3 Years
27.41%
8.22%
5 Years
32.51%
7.99%
Since Inception
32.15%
12.63%
Fund Age
13 yrs 6 mo
9 yrs 9 mo
AUM
₹2,318.72 Cr
₹145.75 Cr
Alpha – 1 Year
35.05%
1.36%
Alpha – 3 Years
18.41%
−3.87%
Information Ratio – 3 Years
1.03
-0.60
Volatility – 1 Year
21.67%
20.08%
Volatility – 3 Years
15.53%
16.27%
Beta – 1 Year
0.28
1.12
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
0.13
Sharpe Ratio – 3 Years
1.31
0.24
Worst Rolling Year
-17.36%
-1.76%
Value at Worst Rolling Year
₹0.83 Cr
₹0.98 Cr
Deepest Drawdown
−21.72%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
98.75%
Median Rolling Year
37.79%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 62% · M 20% · S 7%
Number of Stocks
9
25
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%