Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
1.73%
6 Months
−7.28%
7.38%
1 Year
1.15%
6.08%
3 Years
9.13%
8.22%
5 Years
7.36%
7.99%
Since Inception
8.07%
12.63%
Fund Age
8 yrs 1 mo
9 yrs 9 mo
AUM
₹172.71 Cr
₹145.75 Cr
Alpha – 1 Year
1.58%
1.36%
Alpha – 3 Years
0.57%
−3.87%
Information Ratio – 3 Years
0.09
-0.60
Volatility – 1 Year
24.79%
20.08%
Volatility – 3 Years
18.71%
16.27%
Beta – 1 Year
1.50
1.12
Beta – 3 Years
1.16
1.00
Sharpe Ratio – 1 Year
-0.05
0.13
Sharpe Ratio – 3 Years
0.27
0.24
Worst Rolling Year
0.74%
-1.76%
Value at Worst Rolling Year
₹1.01 Cr
₹0.98 Cr
Deepest Drawdown
−19.52%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.89%
98.75%
Median Rolling Year
10.27%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 17% · S 30%
L 62% · M 20% · S 7%
Number of Stocks
23
25
Portfolio P/E
21.42
—
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%