Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
1.73%
6 Months
13.18%
7.38%
1 Year
2.91%
6.08%
3 Years
14.27%
8.22%
5 Years
—
7.99%
Since Inception
11.83%
12.63%
Fund Age
4 yrs 11 mo
9 yrs 9 mo
AUM
₹31.01 Cr
₹145.75 Cr
Alpha – 1 Year
−1.81%
1.36%
Alpha – 3 Years
2.18%
−3.87%
Information Ratio – 3 Years
0.24
-0.60
Volatility – 1 Year
18.67%
20.08%
Volatility – 3 Years
17.11%
16.27%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.04
0.13
Sharpe Ratio – 3 Years
0.56
0.24
Worst Rolling Year
12.64%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−24.73%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
17.60%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 62% · M 20% · S 7%
Number of Stocks
26
25
Portfolio P/E
54.84
—
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
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 · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%