Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
1.73%
6 Months
3.92%
7.38%
1 Year
9.29%
6.08%
3 Years
14.80%
8.22%
5 Years
9.78%
7.99%
Since Inception
14.35%
12.63%
Fund Age
5 yrs 5 mo
9 yrs 9 mo
AUM
₹95.56 Cr
₹145.75 Cr
Alpha – 1 Year
9.72%
1.36%
Alpha – 3 Years
6.23%
−3.87%
Information Ratio – 3 Years
0.76
-0.60
Volatility – 1 Year
16.82%
20.08%
Volatility – 3 Years
15.81%
16.27%
Beta – 1 Year
1.02
1.12
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.29
0.13
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
5.26%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−20.60%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
15.62%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 62% · M 20% · S 7%
Number of Stocks
59
25
Portfolio P/E
34.30
—
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%