Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
1.73%
6 Months
6.33%
7.38%
1 Year
−0.99%
6.08%
3 Years
6.26%
8.22%
5 Years
6.47%
7.99%
Since Inception
5.18%
12.63%
Fund Age
19 yrs 5 mo
9 yrs 9 mo
AUM
₹95.89 Cr
₹145.75 Cr
Alpha – 1 Year
2.51%
1.36%
Alpha – 3 Years
−2.73%
−3.87%
Information Ratio – 3 Years
-0.10
-0.60
Volatility – 1 Year
20.93%
20.08%
Volatility – 3 Years
17.77%
16.27%
Beta – 1 Year
1.14
1.12
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.20
0.13
Sharpe Ratio – 3 Years
0.23
0.24
Worst Rolling Year
-21.50%
-1.76%
Value at Worst Rolling Year
₹0.79 Cr
₹0.98 Cr
Deepest Drawdown
−30.66%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
98.75%
Median Rolling Year
10.39%
13.10%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 62% · M 20% · S 7%
Number of Stocks
57
25
Portfolio P/E
—
—
Top 5 Holdings
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%