Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
1.73%
6 Months
2.75%
7.38%
1 Year
19.54%
6.08%
3 Years
16.88%
8.22%
5 Years
17.69%
7.99%
Since Inception
15.84%
12.63%
Fund Age
8 yrs
9 yrs 9 mo
AUM
₹335.72 Cr
₹145.75 Cr
Alpha – 1 Year
19.89%
1.36%
Alpha – 3 Years
7.88%
−3.87%
Information Ratio – 3 Years
0.91
-0.60
Volatility – 1 Year
22.09%
20.08%
Volatility – 3 Years
17.60%
16.27%
Beta – 1 Year
1.28
1.12
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.68
0.13
Sharpe Ratio – 3 Years
0.74
0.24
Worst Rolling Year
9.01%
-1.76%
Value at Worst Rolling Year
₹1.09 Cr
₹0.98 Cr
Deepest Drawdown
−17.25%
−19.25%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
21.38%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 62% · M 20% · S 7%
Number of Stocks
192
25
Portfolio P/E
18.98
—
Top 5 Holdings
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
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 · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%