Portfolio Management Services (PMS)Compare Schemes
Pelican PE fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Pelican PE fund
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.39%
1.73%
6 Months
−2.47%
7.38%
1 Year
1.15%
6.08%
3 Years
8.53%
8.22%
5 Years
8.38%
7.99%
Since Inception
10.13%
12.63%
Fund Age
8 yrs 2 mo
9 yrs 9 mo
AUM
₹52.94 Cr
₹145.75 Cr
Alpha – 1 Year
1.50%
1.36%
Alpha – 3 Years
−0.47%
−3.87%
Information Ratio – 3 Years
-0.50
-0.60
Volatility – 1 Year
18.43%
20.08%
Volatility – 3 Years
14.27%
16.27%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
-0.13
0.13
Sharpe Ratio – 3 Years
0.15
0.24
Worst Rolling Year
7.57%
-1.76%
Value at Worst Rolling Year
₹1.08 Cr
₹0.98 Cr
Deepest Drawdown
−16.90%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
12.70%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 27% · S 1%
L 62% · M 20% · S 7%
Number of Stocks
10
25
Portfolio P/E
46.08
—
Top 5 Holdings
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
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 · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%