Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
1.73%
6 Months
−8.15%
7.38%
1 Year
−5.39%
6.08%
3 Years
10.81%
8.22%
5 Years
—
7.99%
Since Inception
11.07%
12.63%
Fund Age
5 yrs
9 yrs 9 mo
AUM
₹121.08 Cr
₹145.75 Cr
Alpha – 1 Year
−5.32%
1.36%
Alpha – 3 Years
−2.65%
−3.87%
Information Ratio – 3 Years
-0.15
-0.60
Volatility – 1 Year
24.51%
20.08%
Volatility – 3 Years
24.85%
16.27%
Beta – 1 Year
1.17
1.12
Beta – 3 Years
1.18
1.00
Sharpe Ratio – 1 Year
-0.34
0.13
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
9.88%
-1.76%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−34.50%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
21.70%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%