Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
1.73%
6 Months
8.20%
7.38%
1 Year
15.48%
6.08%
3 Years
18.05%
8.22%
5 Years
15.54%
7.99%
Since Inception
14.61%
12.63%
Fund Age
10 yrs 4 mo
9 yrs 9 mo
AUM
₹747.6 Cr
₹145.75 Cr
Alpha – 1 Year
15.83%
1.36%
Alpha – 3 Years
9.06%
−3.87%
Information Ratio – 3 Years
0.72
-0.60
Volatility – 1 Year
18.67%
20.08%
Volatility – 3 Years
21.45%
16.27%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.31
1.00
Sharpe Ratio – 1 Year
0.58
0.13
Sharpe Ratio – 3 Years
0.64
0.24
Worst Rolling Year
-13.89%
-1.76%
Value at Worst Rolling Year
₹0.86 Cr
₹0.98 Cr
Deepest Drawdown
−30.97%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
77.45%
98.75%
Median Rolling Year
21.11%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 62% · M 20% · S 7%
Number of Stocks
25
25
Portfolio P/E
31.22
—
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
—
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%