Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
1.73%
6 Months
5.51%
7.38%
1 Year
6.39%
6.08%
3 Years
13.57%
8.22%
5 Years
12.29%
7.99%
Since Inception
17.45%
12.63%
Fund Age
16 yrs 9 mo
9 yrs 9 mo
AUM
₹2,223.2 Cr
₹145.75 Cr
Alpha – 1 Year
1.67%
1.36%
Alpha – 3 Years
1.48%
−3.87%
Information Ratio – 3 Years
0.57
-0.60
Volatility – 1 Year
18.05%
20.08%
Volatility – 3 Years
15.15%
16.27%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.14
0.13
Sharpe Ratio – 3 Years
0.62
0.24
Worst Rolling Year
-5.62%
-1.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−17.96%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
98.75%
Median Rolling Year
18.17%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 62% · M 20% · S 7%
Number of Stocks
55
25
Portfolio P/E
35.38
—
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%