Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
1.73%
6 Months
24.60%
7.38%
1 Year
7.56%
6.08%
3 Years
20.98%
8.22%
5 Years
—
7.99%
Since Inception
24.10%
12.63%
Fund Age
4 yrs 4 mo
9 yrs 9 mo
AUM
₹3.89 Cr
₹145.75 Cr
Alpha – 1 Year
4.58%
1.36%
Alpha – 3 Years
9.08%
−3.87%
Information Ratio – 3 Years
0.07
-0.60
Volatility – 1 Year
32.74%
20.08%
Volatility – 3 Years
27.24%
16.27%
Beta – 1 Year
1.49
1.12
Beta – 3 Years
1.30
1.00
Sharpe Ratio – 1 Year
0.20
0.13
Sharpe Ratio – 3 Years
0.49
0.24
Worst Rolling Year
17.91%
-1.76%
Value at Worst Rolling Year
₹1.18 Cr
₹0.98 Cr
Deepest Drawdown
−34.40%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
25.17%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
27
25
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%