Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Dividend Yield Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Dividend Yield Fund
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
1.73%
6 Months
20.17%
7.38%
1 Year
23.99%
6.08%
3 Years
27.20%
8.22%
5 Years
23.84%
7.99%
Since Inception
30.10%
12.63%
Fund Age
6 yrs 10 mo
9 yrs 9 mo
AUM
₹35.35 Cr
₹145.75 Cr
Alpha – 1 Year
21.01%
1.36%
Alpha – 3 Years
15.30%
−3.87%
Information Ratio – 3 Years
0.93
-0.60
Volatility – 1 Year
22.70%
20.08%
Volatility – 3 Years
22.95%
16.27%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.16
1.00
Sharpe Ratio – 1 Year
0.81
0.13
Sharpe Ratio – 3 Years
0.94
0.24
Worst Rolling Year
23.60%
-1.76%
Value at Worst Rolling Year
₹1.24 Cr
₹0.98 Cr
Deepest Drawdown
−22.14%
−19.25%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
32.98%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 14% · S 63%
L 62% · M 20% · S 7%
Number of Stocks
28
25
Portfolio P/E
19.32
—
Top 5 Holdings
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%