Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
1.73%
6 Months
3.36%
7.38%
1 Year
7.71%
6.08%
3 Years
10.42%
8.22%
5 Years
9.09%
7.99%
Since Inception
10.42%
12.63%
Fund Age
16 yrs 11 mo
9 yrs 9 mo
AUM
₹257.93 Cr
₹145.75 Cr
Alpha – 1 Year
0.40%
1.36%
Alpha – 3 Years
2.97%
−3.87%
Information Ratio – 3 Years
2.62
-0.60
Volatility – 1 Year
1.99%
20.08%
Volatility – 3 Years
1.94%
16.27%
Beta – 1 Year
0.35
1.12
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.45
0.13
Sharpe Ratio – 3 Years
3.79
0.24
Worst Rolling Year
7.00%
-1.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
11.56%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%