Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.73%
6 Months
3.88%
7.38%
1 Year
−7.98%
6.08%
3 Years
11.06%
8.22%
5 Years
10.06%
7.99%
Since Inception
11.56%
12.63%
Fund Age
5 yrs 3 mo
9 yrs 9 mo
AUM
₹106.37 Cr
₹145.75 Cr
Alpha – 1 Year
−10.96%
1.36%
Alpha – 3 Years
−0.82%
−3.87%
Information Ratio – 3 Years
0.00
-0.60
Volatility – 1 Year
16.00%
20.08%
Volatility – 3 Years
17.59%
16.27%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.78
0.13
Sharpe Ratio – 3 Years
0.42
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%