Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
1.73%
6 Months
14.84%
7.38%
1 Year
−4.03%
6.08%
3 Years
5.65%
8.22%
5 Years
—
7.99%
Since Inception
11.22%
12.63%
Fund Age
3 yrs 7 mo
9 yrs 9 mo
AUM
₹83.14 Cr
₹145.75 Cr
Alpha – 1 Year
−3.68%
1.36%
Alpha – 3 Years
−3.35%
−3.87%
Information Ratio – 3 Years
-0.26
-0.60
Volatility – 1 Year
22.60%
20.08%
Volatility – 3 Years
18.97%
16.27%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.31
0.13
Sharpe Ratio – 3 Years
0.11
0.24
Worst Rolling Year
4.98%
-1.76%
Value at Worst Rolling Year
₹1.05 Cr
₹0.98 Cr
Deepest Drawdown
−33.20%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
7.75%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 62% · M 20% · S 7%
Number of Stocks
27
25
Portfolio P/E
28.70
—
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
—
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%