Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
1.73%
6 Months
−4.32%
7.38%
1 Year
−3.76%
6.08%
3 Years
4.26%
8.22%
5 Years
5.30%
7.99%
Since Inception
15.06%
12.63%
Fund Age
16 yrs 6 mo
9 yrs 9 mo
AUM
₹6,178.21 Cr
₹145.75 Cr
Alpha – 1 Year
−6.74%
1.36%
Alpha – 3 Years
−7.62%
−3.87%
Information Ratio – 3 Years
-1.54
-0.60
Volatility – 1 Year
17.92%
20.08%
Volatility – 3 Years
14.61%
16.27%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.43
0.13
Sharpe Ratio – 3 Years
-0.01
0.24
Worst Rolling Year
-1.02%
-1.76%
Value at Worst Rolling Year
₹0.99 Cr
₹0.98 Cr
Deepest Drawdown
−20.59%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.47%
98.75%
Median Rolling Year
14.98%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 27% · S 20%
L 62% · M 20% · S 7%
Number of Stocks
34
25
Portfolio P/E
33.48
—
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
0% / 0% / 0%