Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
1.73%
6 Months
10.71%
7.38%
1 Year
14.18%
6.08%
3 Years
22.17%
8.22%
5 Years
23.46%
7.99%
Since Inception
19.11%
12.63%
Fund Age
8 yrs
9 yrs 9 mo
AUM
₹120.99 Cr
₹145.75 Cr
Alpha – 1 Year
9.46%
1.36%
Alpha – 3 Years
10.08%
−3.87%
Information Ratio – 3 Years
0.87
-0.60
Volatility – 1 Year
18.02%
20.08%
Volatility – 3 Years
20.69%
16.27%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.53
0.13
Sharpe Ratio – 3 Years
0.83
0.24
Worst Rolling Year
9.94%
-1.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−25.91%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
32.64%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 62% · M 20% · S 7%
Number of Stocks
19
25
Portfolio P/E
29.90
—
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
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 · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%