Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.18%
1.73%
6 Months
2.87%
7.38%
1 Year
3.77%
6.08%
3 Years
6.69%
8.22%
5 Years
6.74%
7.99%
Since Inception
10.62%
12.63%
Fund Age
12 yrs 1 mo
9 yrs 9 mo
AUM
₹61.33 Cr
₹145.75 Cr
Alpha – 1 Year
−5.66%
1.36%
Alpha – 3 Years
−3.03%
−3.87%
Information Ratio – 3 Years
-1.20
-0.60
Volatility – 1 Year
3.14%
20.08%
Volatility – 3 Years
2.07%
16.27%
Beta – 1 Year
-0.20
1.12
Beta – 3 Years
-0.08
1.00
Sharpe Ratio – 1 Year
-0.40
0.13
Sharpe Ratio – 3 Years
0.62
0.24
Worst Rolling Year
-3.43%
-1.76%
Value at Worst Rolling Year
₹0.97 Cr
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
99.16%
98.75%
Median Rolling Year
11.58%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
9
25
Portfolio P/E
—
—
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
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
Others · 92.72%
Government · 7.02%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%