Portfolio Management Services (PMS)Compare Schemes
Edelweiss Focused Mid & Small Cap Portfolio Series II vs Sanctum Wealth - Indian Titans
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Edelweiss Focused Mid & Small Cap Portfolio Series II
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
1.73%
6 Months
24.50%
7.38%
1 Year
16.08%
6.08%
3 Years
8.83%
8.22%
5 Years
7.88%
7.99%
Since Inception
9.93%
12.63%
Fund Age
8 yrs 7 mo
9 yrs 9 mo
AUM
₹6.19 Cr
₹145.75 Cr
Alpha – 1 Year
16.43%
1.36%
Alpha – 3 Years
−0.16%
−3.87%
Information Ratio – 3 Years
0.06
-0.60
Volatility – 1 Year
23.83%
20.08%
Volatility – 3 Years
20.97%
16.27%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.51
0.13
Sharpe Ratio – 3 Years
0.26
0.24
Worst Rolling Year
-1.14%
-1.76%
Value at Worst Rolling Year
₹0.99 Cr
₹0.98 Cr
Deepest Drawdown
−28.92%
−19.25%
Recovery Period
458 days
Not yet recovered
1-Year Rolling Windows Positive
98.16%
98.75%
Median Rolling Year
14.31%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 9% · M 13% · S 77%
L 62% · M 20% · S 7%
Number of Stocks
33
25
Portfolio P/E
33.49
—
Top 5 Holdings
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
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 · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%