Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
1.73%
6 Months
19.62%
7.38%
1 Year
12.19%
6.08%
3 Years
23.51%
8.22%
5 Years
13.96%
7.99%
Since Inception
23.13%
12.63%
Fund Age
6 yrs 7 mo
9 yrs 9 mo
AUM
₹2,332.81 Cr
₹145.75 Cr
Alpha – 1 Year
9.21%
1.36%
Alpha – 3 Years
11.63%
−3.87%
Information Ratio – 3 Years
0.83
-0.60
Volatility – 1 Year
26.11%
20.08%
Volatility – 3 Years
21.82%
16.27%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.13
Sharpe Ratio – 3 Years
0.83
0.24
Worst Rolling Year
12.50%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−24.27%
−19.25%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
23.13%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 62% · M 20% · S 7%
Number of Stocks
33
25
Portfolio P/E
52.72
—
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
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%