Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Aggressive vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Aggressive
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.91%
1.73%
6 Months
2.67%
7.38%
1 Year
16.41%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
18.21%
12.63%
Fund Age
16 mo
9 yrs 9 mo
AUM
₹221.12 Cr
₹145.75 Cr
Alpha – 1 Year
9.70%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
13.60%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.29
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.79
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−10.93%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
75
25
Portfolio P/E
—
—
Top 5 Holdings
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.97%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 7.19%
ICICI Pru Nifty Metal ETF · 6.40%
SBI Banking & Financial Services Fund - Direct (G) · 6.39%
ICICI Pru Focused Fund - Direct (G) · 5.10%
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
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%