Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.73%
6 Months
0.50%
7.38%
1 Year
6.34%
6.08%
3 Years
19.74%
8.22%
5 Years
16.62%
7.99%
Since Inception
20.10%
12.63%
Fund Age
6 yrs 1 mo
9 yrs 9 mo
AUM
₹56.91 Cr
₹145.75 Cr
Alpha – 1 Year
1.64%
1.36%
Alpha – 3 Years
7.64%
−3.87%
Information Ratio – 3 Years
0.90
-0.60
Volatility – 1 Year
16.52%
20.08%
Volatility – 3 Years
17.18%
16.27%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.14
0.13
Sharpe Ratio – 3 Years
0.84
0.24
Worst Rolling Year
18.93%
-1.76%
Value at Worst Rolling Year
₹1.19 Cr
₹0.98 Cr
Deepest Drawdown
−18.72%
−19.25%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
25.30%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 62% · M 20% · S 7%
Number of Stocks
20
25
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%