Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.73%
6 Months
5.19%
7.38%
1 Year
−0.45%
6.08%
3 Years
11.72%
8.22%
5 Years
—
7.99%
Since Inception
12.62%
12.63%
Fund Age
3 yrs 8 mo
9 yrs 9 mo
AUM
₹42.96 Cr
₹145.75 Cr
Alpha – 1 Year
−3.43%
1.36%
Alpha – 3 Years
−0.17%
−3.87%
Information Ratio – 3 Years
-0.16
-0.60
Volatility – 1 Year
16.93%
20.08%
Volatility – 3 Years
15.20%
16.27%
Beta – 1 Year
0.92
1.12
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.27
0.13
Sharpe Ratio – 3 Years
0.45
0.24
Worst Rolling Year
11.64%
-1.76%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−20.38%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
15.01%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%