Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Multifactor Equity PMS vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Multifactor Equity PMS
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
0.47%
1.73%
6 Months
0.32%
7.38%
1 Year
1.03%
6.08%
3 Years
14.82%
8.22%
5 Years
11.82%
7.99%
Since Inception
13.07%
12.63%
Fund Age
5 yrs 2 mo
9 yrs 9 mo
AUM
₹56.08 Cr
₹145.75 Cr
Alpha – 1 Year
−1.95%
1.36%
Alpha – 3 Years
2.94%
−3.87%
Information Ratio – 3 Years
0.18
-0.60
Volatility – 1 Year
13.89%
20.08%
Volatility – 3 Years
18.35%
16.27%
Beta – 1 Year
0.75
1.12
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
-0.25
0.13
Sharpe Ratio – 3 Years
0.55
0.24
Worst Rolling Year
12.65%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−26.40%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
19.77%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 29% · S 24%
L 62% · M 20% · S 7%
Number of Stocks
37
25
Portfolio P/E
29.42
—
Top 5 Holdings
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
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 · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
—
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%