Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
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
4.42%
1.73%
6 Months
4.79%
7.38%
1 Year
−0.59%
6.08%
3 Years
11.57%
8.22%
5 Years
13.86%
7.99%
Since Inception
15.96%
12.63%
Fund Age
5 yrs 5 mo
9 yrs 9 mo
AUM
₹45.81 Cr
₹145.75 Cr
Alpha – 1 Year
−5.31%
1.36%
Alpha – 3 Years
−0.52%
−3.87%
Information Ratio – 3 Years
-0.06
-0.60
Volatility – 1 Year
21.96%
20.08%
Volatility – 3 Years
17.35%
16.27%
Beta – 1 Year
1.19
1.12
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
-0.16
0.13
Sharpe Ratio – 3 Years
0.42
0.24
Worst Rolling Year
10.84%
-1.76%
Value at Worst Rolling Year
₹1.11 Cr
₹0.98 Cr
Deepest Drawdown
−22.24%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
22.71%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
L 62% · M 20% · S 7%
Number of Stocks
16
25
Portfolio P/E
22.00
—
Top 5 Holdings
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%