Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
1.73%
6 Months
4.25%
7.38%
1 Year
−3.44%
6.08%
3 Years
9.79%
8.22%
5 Years
—
7.99%
Since Inception
10.87%
12.63%
Fund Age
3 yrs
9 yrs 9 mo
AUM
₹15.27 Cr
₹145.75 Cr
Alpha – 1 Year
−3.09%
1.36%
Alpha – 3 Years
0.79%
−3.87%
Information Ratio – 3 Years
0.12
-0.60
Volatility – 1 Year
22.93%
20.08%
Volatility – 3 Years
21.19%
16.27%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.16
1.00
Sharpe Ratio – 1 Year
-0.28
0.13
Sharpe Ratio – 3 Years
0.30
0.24
Worst Rolling Year
9.80%
-1.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−27.79%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
11.35%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 62% · M 20% · S 7%
Number of Stocks
46
25
Portfolio P/E
22.80
—
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%