Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
1.73%
6 Months
2.65%
7.38%
1 Year
10.76%
6.08%
3 Years
12.77%
8.22%
5 Years
14.58%
7.99%
Since Inception
17.50%
12.63%
Fund Age
7 yrs 7 mo
9 yrs 9 mo
AUM
₹83.87 Cr
₹145.75 Cr
Alpha – 1 Year
11.11%
1.36%
Alpha – 3 Years
3.77%
−3.87%
Information Ratio – 3 Years
0.46
-0.60
Volatility – 1 Year
18.53%
20.08%
Volatility – 3 Years
17.03%
16.27%
Beta – 1 Year
1.11
1.12
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.36
0.13
Sharpe Ratio – 3 Years
0.48
0.24
Worst Rolling Year
12.58%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−20.55%
−19.25%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
20.28%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 62% · M 20% · S 7%
Number of Stocks
51
25
Portfolio P/E
23.77
—
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%