Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.13%
1.73%
6 Months
1.78%
7.38%
1 Year
6.32%
6.08%
3 Years
11.40%
8.22%
5 Years
9.32%
7.99%
Since Inception
10.72%
12.63%
Fund Age
8 yrs 5 mo
9 yrs 9 mo
AUM
₹314.17 Cr
₹145.75 Cr
Alpha – 1 Year
6.67%
1.36%
Alpha – 3 Years
2.41%
−3.87%
Information Ratio – 3 Years
0.48
-0.60
Volatility – 1 Year
17.96%
20.08%
Volatility – 3 Years
15.53%
16.27%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.13
0.13
Sharpe Ratio – 3 Years
0.44
0.24
Worst Rolling Year
7.40%
-1.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
−19.45%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
15.48%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 32% · S 1%
L 62% · M 20% · S 7%
Number of Stocks
3
25
Portfolio P/E
—
—
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
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 · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%