Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.63%
1.73%
6 Months
8.65%
7.38%
1 Year
10.66%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
22.10%
12.63%
Fund Age
2 yrs 7 mo
9 yrs 9 mo
AUM
₹374.18 Cr
₹145.75 Cr
Alpha – 1 Year
2.92%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
10.32%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
0.27
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.50
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−8.56%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.75%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 41% · S 9%
L 62% · M 20% · S 7%
Number of Stocks
37
25
Portfolio P/E
19.24
—
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
—
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%