Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
1.73%
6 Months
1.97%
7.38%
1 Year
4.21%
6.08%
3 Years
4.52%
8.22%
5 Years
4.00%
7.99%
Since Inception
3.68%
12.63%
Fund Age
5 yrs 7 mo
9 yrs 9 mo
AUM
₹36.08 Cr
₹145.75 Cr
Alpha – 1 Year
−1.09%
1.36%
Alpha – 3 Years
−2.40%
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
0.13%
20.08%
Volatility – 3 Years
0.18%
16.27%
Beta – 1 Year
0.00
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-8.15
0.13
Sharpe Ratio – 3 Years
-4.58
0.24
Worst Rolling Year
2.94%
-1.76%
Value at Worst Rolling Year
₹1.03 Cr
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
4.38%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
1
25
Portfolio P/E
—
—
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
—
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%