Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.10%
1.73%
6 Months
7.76%
7.38%
1 Year
8.69%
6.08%
3 Years
14.17%
8.22%
5 Years
—
7.99%
Since Inception
18.23%
12.63%
Fund Age
3 yrs 4 mo
9 yrs 9 mo
AUM
₹10.3 Cr
₹145.75 Cr
Alpha – 1 Year
3.97%
1.36%
Alpha – 3 Years
2.09%
−3.87%
Information Ratio – 3 Years
1.14
-0.60
Volatility – 1 Year
18.17%
20.08%
Volatility – 3 Years
15.44%
16.27%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.32
0.13
Sharpe Ratio – 3 Years
0.69
0.24
Worst Rolling Year
13.56%
-1.76%
Value at Worst Rolling Year
₹1.14 Cr
₹0.98 Cr
Deepest Drawdown
−19.52%
−19.25%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
15.40%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
15
25
Portfolio P/E
—
—
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
1.10% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%