Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
1.73%
6 Months
11.46%
7.38%
1 Year
8.21%
6.08%
3 Years
12.09%
8.22%
5 Years
11.81%
7.99%
Since Inception
13.34%
12.63%
Fund Age
5 yrs 3 mo
9 yrs 9 mo
AUM
₹34.29 Cr
₹145.75 Cr
Alpha – 1 Year
5.23%
1.36%
Alpha – 3 Years
0.21%
−3.87%
Information Ratio – 3 Years
0.17
-0.60
Volatility – 1 Year
24.84%
20.08%
Volatility – 3 Years
21.42%
16.27%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.21
0.13
Sharpe Ratio – 3 Years
0.49
0.24
Worst Rolling Year
7.11%
-1.76%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
−34.77%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
18.26%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 62% · M 20% · S 7%
Number of Stocks
37
25
Portfolio P/E
52.15
—
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%