Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
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
1.04%
1.73%
6 Months
0.68%
7.38%
1 Year
4.83%
6.08%
3 Years
11.13%
8.22%
5 Years
9.90%
7.99%
Since Inception
12.28%
12.63%
Fund Age
15 yrs 2 mo
9 yrs 9 mo
AUM
₹29.37 Cr
₹145.75 Cr
Alpha – 1 Year
0.11%
1.36%
Alpha – 3 Years
−0.96%
−3.87%
Information Ratio – 3 Years
-0.05
-0.60
Volatility – 1 Year
19.36%
20.08%
Volatility – 3 Years
17.04%
16.27%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.06
0.13
Sharpe Ratio – 3 Years
0.43
0.24
Worst Rolling Year
-9.48%
-1.76%
Value at Worst Rolling Year
₹0.91 Cr
₹0.98 Cr
Deepest Drawdown
−20.50%
−19.25%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
98.75%
Median Rolling Year
15.70%
13.10%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
L 62% · M 20% · S 7%
Number of Stocks
23
25
Portfolio P/E
35.03
—
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
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 · 30.17%
Services · 12.70%
Capital Goods · 9.86%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%