Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
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
4.39%
1.73%
6 Months
8.65%
7.38%
1 Year
14.07%
6.08%
3 Years
8.50%
8.22%
5 Years
7.26%
7.99%
Since Inception
13.68%
12.63%
Fund Age
6 yrs 11 mo
9 yrs 9 mo
AUM
₹234.24 Cr
₹145.75 Cr
Alpha – 1 Year
9.35%
1.36%
Alpha – 3 Years
−3.59%
−3.87%
Information Ratio – 3 Years
-0.32
-0.60
Volatility – 1 Year
17.05%
20.08%
Volatility – 3 Years
19.82%
16.27%
Beta – 1 Year
0.90
1.12
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.55
0.13
Sharpe Ratio – 3 Years
0.25
0.24
Worst Rolling Year
4.86%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−34.92%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
16.62%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 62% · M 20% · S 7%
Number of Stocks
70
25
Portfolio P/E
29.14
—
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
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 · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%