Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
1.73%
6 Months
2.18%
7.38%
1 Year
−4.96%
6.08%
3 Years
15.69%
8.22%
5 Years
15.58%
7.99%
Since Inception
10.95%
12.63%
Fund Age
8 yrs 8 mo
9 yrs 9 mo
AUM
₹649.19 Cr
₹145.75 Cr
Alpha – 1 Year
−4.53%
1.36%
Alpha – 3 Years
7.12%
−3.87%
Information Ratio – 3 Years
0.60
-0.60
Volatility – 1 Year
15.34%
20.08%
Volatility – 3 Years
18.43%
16.27%
Beta – 1 Year
0.74
1.12
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.61
0.13
Sharpe Ratio – 3 Years
0.59
0.24
Worst Rolling Year
-6.10%
-1.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−22.16%
−19.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
98.75%
Median Rolling Year
20.85%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%