Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
1.73%
6 Months
18.13%
7.38%
1 Year
13.15%
6.08%
3 Years
14.12%
8.22%
5 Years
11.96%
7.99%
Since Inception
13.25%
12.63%
Fund Age
5 yrs 1 mo
9 yrs 9 mo
AUM
₹77.09 Cr
₹145.75 Cr
Alpha – 1 Year
10.17%
1.36%
Alpha – 3 Years
2.24%
−3.87%
Information Ratio – 3 Years
0.36
-0.60
Volatility – 1 Year
23.76%
20.08%
Volatility – 3 Years
19.81%
16.27%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.40
0.13
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
8.04%
-1.76%
Value at Worst Rolling Year
₹1.08 Cr
₹0.98 Cr
Deepest Drawdown
−27.15%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
16.70%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 62% · M 20% · S 7%
Number of Stocks
20
25
Portfolio P/E
52.66
—
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
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
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%