Portfolio Management Services (PMS)Compare Schemes
Girik Capital - Multi Cap Growth Equity Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Girik Capital - Multi Cap Growth Equity Strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.15%
1.73%
6 Months
3.53%
7.38%
1 Year
−0.08%
6.08%
3 Years
14.56%
8.22%
5 Years
12.33%
7.99%
Since Inception
18.88%
12.63%
Fund Age
16 yrs 7 mo
9 yrs 9 mo
AUM
₹1,574.57 Cr
₹145.75 Cr
Alpha – 1 Year
0.35%
1.36%
Alpha – 3 Years
5.99%
−3.87%
Information Ratio – 3 Years
0.72
-0.60
Volatility – 1 Year
16.64%
20.08%
Volatility – 3 Years
15.28%
16.27%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
-0.25
0.13
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
-0.31%
-1.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−22.42%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.36%
98.75%
Median Rolling Year
22.10%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 8% · S 47%
L 62% · M 20% · S 7%
Number of Stocks
33
25
Portfolio P/E
40.75
—
Top 5 Holdings
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
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
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%