Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
1.73%
6 Months
9.19%
7.38%
1 Year
9.02%
6.08%
3 Years
14.71%
8.22%
5 Years
10.31%
7.99%
Since Inception
14.95%
12.63%
Fund Age
7 yrs 10 mo
9 yrs 9 mo
AUM
₹42.73 Cr
₹145.75 Cr
Alpha – 1 Year
4.30%
1.36%
Alpha – 3 Years
2.62%
−3.87%
Information Ratio – 3 Years
0.63
-0.60
Volatility – 1 Year
17.52%
20.08%
Volatility – 3 Years
14.89%
16.27%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
0.92
1.00
Sharpe Ratio – 1 Year
0.26
0.13
Sharpe Ratio – 3 Years
0.66
0.24
Worst Rolling Year
8.19%
-1.76%
Value at Worst Rolling Year
₹1.08 Cr
₹0.98 Cr
Deepest Drawdown
−18.24%
−19.25%
Recovery Period
238 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
16.27%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 16% · S 37%
L 62% · M 20% · S 7%
Number of Stocks
30
25
Portfolio P/E
31.64
—
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
—
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%