Portfolio Management Services (PMS)Compare Schemes
NARNOLIA LARGE CAP STRATEGY vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
NARNOLIA LARGE CAP STRATEGY
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.51%
1.73%
6 Months
−2.49%
7.38%
1 Year
1.85%
6.08%
3 Years
12.22%
8.22%
5 Years
8.68%
7.99%
Since Inception
15.27%
12.63%
Fund Age
14 yrs 5 mo
9 yrs 9 mo
AUM
₹116.22 Cr
₹145.75 Cr
Alpha – 1 Year
2.20%
1.36%
Alpha – 3 Years
3.22%
−3.87%
Information Ratio – 3 Years
0.70
-0.60
Volatility – 1 Year
18.13%
20.08%
Volatility – 3 Years
15.25%
16.27%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
-0.09
0.13
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
-2.08%
-1.76%
Value at Worst Rolling Year
₹0.98 Cr
₹0.98 Cr
Deepest Drawdown
−15.14%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.45%
98.75%
Median Rolling Year
15.70%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 7% · S 3%
L 62% · M 20% · S 7%
Number of Stocks
21
25
Portfolio P/E
29.25
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
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 · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
—
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%