Portfolio Management Services (PMS)Compare Schemes
NAFA - Small Cap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
NAFA - Small Cap
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.33%
1.73%
6 Months
9.10%
7.38%
1 Year
−3.87%
6.08%
3 Years
5.03%
8.22%
5 Years
11.30%
7.99%
Since Inception
15.74%
12.63%
Fund Age
7 yrs 5 mo
9 yrs 9 mo
AUM
₹51.79 Cr
₹145.75 Cr
Alpha – 1 Year
−5.73%
1.36%
Alpha – 3 Years
−7.05%
−3.87%
Information Ratio – 3 Years
-0.47
-0.60
Volatility – 1 Year
25.89%
20.08%
Volatility – 3 Years
20.56%
16.27%
Beta – 1 Year
1.37
1.12
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
-0.24
0.13
Sharpe Ratio – 3 Years
0.08
0.24
Worst Rolling Year
5.04%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−31.48%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
24.17%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 6% · S 89%
L 62% · M 20% · S 7%
Number of Stocks
35
25
Portfolio P/E
23.62
—
Top 5 Holdings
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
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 · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%