Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
1.73%
6 Months
10.86%
7.38%
1 Year
−4.49%
6.08%
3 Years
22.00%
8.22%
5 Years
21.09%
7.99%
Since Inception
7.35%
12.63%
Fund Age
8 yrs 9 mo
9 yrs 9 mo
AUM
₹1,454.75 Cr
₹145.75 Cr
Alpha – 1 Year
−7.47%
1.36%
Alpha – 3 Years
10.11%
−3.87%
Information Ratio – 3 Years
0.32
-0.60
Volatility – 1 Year
31.30%
20.08%
Volatility – 3 Years
27.30%
16.27%
Beta – 1 Year
1.42
1.12
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
0.13
Sharpe Ratio – 3 Years
0.66
0.24
Worst Rolling Year
-30.88%
-1.76%
Value at Worst Rolling Year
₹0.69 Cr
₹0.98 Cr
Deepest Drawdown
−34.06%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
98.75%
Median Rolling Year
31.74%
13.10%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%