Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
1.73%
6 Months
−0.13%
7.38%
1 Year
−2.80%
6.08%
3 Years
13.20%
8.22%
5 Years
—
7.99%
Since Inception
13.51%
12.63%
Fund Age
3 yrs 8 mo
9 yrs 9 mo
AUM
₹30.6 Cr
₹145.75 Cr
Alpha – 1 Year
−5.78%
1.36%
Alpha – 3 Years
1.30%
−3.87%
Information Ratio – 3 Years
0.16
-0.60
Volatility – 1 Year
16.62%
20.08%
Volatility – 3 Years
16.99%
16.27%
Beta – 1 Year
0.93
1.12
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.42
0.13
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
13.00%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−20.23%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
17.04%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 62% · M 20% · S 7%
Number of Stocks
24
25
Portfolio P/E
32.10
—
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%