Portfolio Management Services (PMS)Compare Schemes
Merisis Smartblend ETF vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Merisis Smartblend ETF
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.73%
6 Months
2.14%
7.38%
1 Year
23.87%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
23.48%
12.63%
Fund Age
12 mo
9 yrs 9 mo
AUM
₹6.15 Cr
₹145.75 Cr
Alpha – 1 Year
24.22%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
14.34%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
0.74
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
1.21
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−11.24%
−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 15% · M 12% · S 21%
L 62% · M 20% · S 7%
Number of Stocks
9
25
Portfolio P/E
97.80
—
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
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
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
– / 0% / 0%
0% / 0% / 0%