Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
1.73%
6 Months
23.68%
7.38%
1 Year
18.36%
6.08%
3 Years
19.56%
8.22%
5 Years
16.83%
7.99%
Since Inception
14.91%
12.63%
Fund Age
9 yrs 3 mo
9 yrs 9 mo
AUM
₹884.23 Cr
₹145.75 Cr
Alpha – 1 Year
13.64%
1.36%
Alpha – 3 Years
7.47%
−3.87%
Information Ratio – 3 Years
0.73
-0.60
Volatility – 1 Year
27.03%
20.08%
Volatility – 3 Years
23.64%
16.27%
Beta – 1 Year
1.39
1.12
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.55
0.13
Sharpe Ratio – 3 Years
0.71
0.24
Worst Rolling Year
-7.52%
-1.76%
Value at Worst Rolling Year
₹0.92 Cr
₹0.98 Cr
Deepest Drawdown
−24.68%
−19.25%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
98.75%
Median Rolling Year
22.43%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 62% · M 20% · S 7%
Number of Stocks
18
25
Portfolio P/E
42.38
—
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
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
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%