Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
1.73%
6 Months
8.20%
7.38%
1 Year
10.87%
6.08%
3 Years
16.09%
8.22%
5 Years
14.49%
7.99%
Since Inception
9.93%
12.63%
Fund Age
8 yrs 9 mo
9 yrs 9 mo
AUM
₹64.23 Cr
₹145.75 Cr
Alpha – 1 Year
7.11%
1.36%
Alpha – 3 Years
5.20%
−3.87%
Information Ratio – 3 Years
0.63
-0.60
Volatility – 1 Year
21.13%
20.08%
Volatility – 3 Years
19.82%
16.27%
Beta – 1 Year
1.16
1.12
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
0.35
0.13
Sharpe Ratio – 3 Years
0.59
0.24
Worst Rolling Year
-6.69%
-1.76%
Value at Worst Rolling Year
₹0.93 Cr
₹0.98 Cr
Deepest Drawdown
−22.93%
−19.25%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
98.75%
Median Rolling Year
19.50%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
L 62% · M 20% · S 7%
Number of Stocks
42
25
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
0% / 0% / 0%