Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.80%
1.73%
6 Months
7.35%
7.38%
1 Year
9.59%
6.08%
3 Years
7.90%
8.22%
5 Years
12.07%
7.99%
Since Inception
14.25%
12.63%
Fund Age
13 yrs 1 mo
9 yrs 9 mo
AUM
₹106.28 Cr
₹145.75 Cr
Alpha – 1 Year
9.94%
1.36%
Alpha – 3 Years
−1.10%
−3.87%
Information Ratio – 3 Years
-0.12
-0.60
Volatility – 1 Year
15.58%
20.08%
Volatility – 3 Years
14.39%
16.27%
Beta – 1 Year
0.83
1.12
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.33
0.13
Sharpe Ratio – 3 Years
0.24
0.24
Worst Rolling Year
-8.02%
-1.76%
Value at Worst Rolling Year
₹0.92 Cr
₹0.98 Cr
Deepest Drawdown
−19.54%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.28%
98.75%
Median Rolling Year
11.54%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 40% · S 18%
L 62% · M 20% · S 7%
Number of Stocks
25
25
Portfolio P/E
34.00
—
Top 5 Holdings
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
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 · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%