Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
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
3.36%
1.73%
6 Months
18.59%
7.38%
1 Year
13.77%
6.08%
3 Years
9.52%
8.22%
5 Years
8.40%
7.99%
Since Inception
10.24%
12.63%
Fund Age
11 yrs
9 yrs 9 mo
AUM
₹20.83 Cr
₹145.75 Cr
Alpha – 1 Year
14.12%
1.36%
Alpha – 3 Years
0.53%
−3.87%
Information Ratio – 3 Years
0.07
-0.60
Volatility – 1 Year
22.14%
20.08%
Volatility – 3 Years
20.01%
16.27%
Beta – 1 Year
1.14
1.12
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.45
0.13
Sharpe Ratio – 3 Years
0.29
0.24
Worst Rolling Year
-15.27%
-1.76%
Value at Worst Rolling Year
₹0.85 Cr
₹0.98 Cr
Deepest Drawdown
−27.52%
−19.25%
Recovery Period
441 days
Not yet recovered
1-Year Rolling Windows Positive
76.89%
98.75%
Median Rolling Year
10.76%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 62% · M 20% · S 7%
Number of Stocks
25
25
Portfolio P/E
29.80
—
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
—
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%