Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
1.73%
6 Months
−5.38%
7.38%
1 Year
−6.70%
6.08%
3 Years
7.98%
8.22%
5 Years
—
7.99%
Since Inception
7.98%
12.63%
Fund Age
2 yrs 11 mo
9 yrs 9 mo
AUM
₹7.31 Cr
₹145.75 Cr
Alpha – 1 Year
−6.35%
1.36%
Alpha – 3 Years
−1.02%
−3.87%
Information Ratio – 3 Years
-0.08
-0.60
Volatility – 1 Year
17.44%
20.08%
Volatility – 3 Years
15.65%
16.27%
Beta – 1 Year
1.08
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.61
0.13
Sharpe Ratio – 3 Years
0.22
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−21.15%
−19.25%
Recovery Period
Not yet recovered
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 61% · M 26% · S 9%
L 62% · M 20% · S 7%
Number of Stocks
66
25
Portfolio P/E
27.03
—
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%