Portfolio Management Services (PMS)Compare Schemes
Eklavya Equity vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Eklavya Equity
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.98%
1.73%
6 Months
4.93%
7.38%
1 Year
−0.37%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
4.91%
12.63%
Fund Age
2 yrs 1 mo
9 yrs 9 mo
AUM
₹8 Cr
₹145.75 Cr
Alpha – 1 Year
−0.02%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
12.93%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
0.72
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.38
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
6.09%
-1.76%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−12.49%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
6.78%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 23% · M 8% · S 36%
L 62% · M 20% · S 7%
Number of Stocks
30
25
Portfolio P/E
24.51
—
Top 5 Holdings
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
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 · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 2% / 0%
0% / 0% / 0%