Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
1.73%
6 Months
8.17%
7.38%
1 Year
3.28%
6.08%
3 Years
8.41%
8.22%
5 Years
12.53%
7.99%
Since Inception
11.01%
12.63%
Fund Age
12 yrs 9 mo
9 yrs 9 mo
AUM
₹16.57 Cr
₹145.75 Cr
Alpha – 1 Year
−1.44%
1.36%
Alpha – 3 Years
−3.68%
−3.87%
Information Ratio – 3 Years
-0.32
-0.60
Volatility – 1 Year
20.74%
20.08%
Volatility – 3 Years
17.91%
16.27%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.00
0.13
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
-16.89%
-1.76%
Value at Worst Rolling Year
₹0.83 Cr
₹0.98 Cr
Deepest Drawdown
−28.21%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
98.75%
Median Rolling Year
13.43%
13.10%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
Top 5 Holdings
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%