Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
1.73%
6 Months
9.46%
7.38%
1 Year
17.52%
6.08%
3 Years
14.28%
8.22%
5 Years
9.02%
7.99%
Since Inception
12.49%
12.63%
Fund Age
5 yrs 11 mo
9 yrs 9 mo
AUM
₹1,633.45 Cr
₹145.75 Cr
Alpha – 1 Year
12.80%
1.36%
Alpha – 3 Years
2.19%
−3.87%
Information Ratio – 3 Years
0.28
-0.60
Volatility – 1 Year
23.87%
20.08%
Volatility – 3 Years
18.97%
16.27%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.57
0.13
Sharpe Ratio – 3 Years
0.55
0.24
Worst Rolling Year
7.21%
-1.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
−20.29%
−19.25%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
13.49%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
24.05
—
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%