Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
1.73%
6 Months
19.31%
7.38%
1 Year
11.21%
6.08%
3 Years
13.34%
8.22%
5 Years
15.02%
7.99%
Since Inception
17.08%
12.63%
Fund Age
5 yrs 4 mo
9 yrs 9 mo
AUM
₹135.65 Cr
₹145.75 Cr
Alpha – 1 Year
6.49%
1.36%
Alpha – 3 Years
1.25%
−3.87%
Information Ratio – 3 Years
0.12
-0.60
Volatility – 1 Year
20.71%
20.08%
Volatility – 3 Years
17.79%
16.27%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
0.35
0.13
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
12.49%
-1.76%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−25.10%
−19.25%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
19.71%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
—
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%