Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
1.73%
6 Months
21.51%
7.38%
1 Year
15.87%
6.08%
3 Years
14.38%
8.22%
5 Years
17.96%
7.99%
Since Inception
16.82%
12.63%
Fund Age
8 yrs 9 mo
9 yrs 9 mo
AUM
₹1,503.25 Cr
₹145.75 Cr
Alpha – 1 Year
11.15%
1.36%
Alpha – 3 Years
2.29%
−3.87%
Information Ratio – 3 Years
0.39
-0.60
Volatility – 1 Year
27.51%
20.08%
Volatility – 3 Years
22.70%
16.27%
Beta – 1 Year
1.48
1.12
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.47
0.13
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
1.64%
-1.76%
Value at Worst Rolling Year
₹1.02 Cr
₹0.98 Cr
Deepest Drawdown
−24.39%
−19.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
23.50%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 62% · M 20% · S 7%
Number of Stocks
17
25
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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 · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%