Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
1.73%
6 Months
4.98%
7.38%
1 Year
10.56%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
11.26%
12.63%
Fund Age
2 yrs 8 mo
9 yrs 9 mo
AUM
₹1,889.65 Cr
₹145.75 Cr
Alpha – 1 Year
9.31%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
0.27%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
0.04
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
17.75
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
54
25
Portfolio P/E
—
—
Top 5 Holdings
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
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
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
—
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%