Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS SMART Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS SMART Strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.01%
1.73%
6 Months
−0.43%
7.38%
1 Year
9.23%
6.08%
3 Years
18.28%
8.22%
5 Years
19.35%
7.99%
Since Inception
14.50%
12.63%
Fund Age
11 yrs 10 mo
9 yrs 9 mo
AUM
₹142.38 Cr
₹145.75 Cr
Alpha – 1 Year
4.51%
1.36%
Alpha – 3 Years
6.19%
−3.87%
Information Ratio – 3 Years
1.27
-0.60
Volatility – 1 Year
17.36%
20.08%
Volatility – 3 Years
16.03%
16.27%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.29
0.13
Sharpe Ratio – 3 Years
0.81
0.24
Worst Rolling Year
-11.56%
-1.76%
Value at Worst Rolling Year
₹0.88 Cr
₹0.98 Cr
Deepest Drawdown
−20.38%
−19.25%
Recovery Period
271 days
Not yet recovered
1-Year Rolling Windows Positive
93.11%
98.75%
Median Rolling Year
18.84%
13.10%
5-Year Rolling Windows Positive
96.39%
100.00%
Market-Cap Mix
L 61% · M 15% · S 20%
L 62% · M 20% · S 7%
Number of Stocks
35
25
Portfolio P/E
26.08
—
Top 5 Holdings
ICICI Bank Ltd · 6.79%
Larsen & Toubro Ltd · 5.85%
State Bank of India · 5.57%
Bharti Airtel Ltd · 4.92%
Trent Ltd · 3.92%
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)
1% / 0% / 0%
0% / 0% / 0%