Portfolio Management Services (PMS)Compare Schemes
SageOne - Smallcap Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
SageOne - Smallcap Portfolio
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
0.91%
1.73%
6 Months
22.17%
7.38%
1 Year
13.49%
6.08%
3 Years
12.21%
8.22%
5 Years
11.23%
7.99%
Since Inception
22.14%
12.63%
Fund Age
7 yrs 4 mo
9 yrs 9 mo
AUM
₹1,280.4 Cr
₹145.75 Cr
Alpha – 1 Year
8.77%
1.36%
Alpha – 3 Years
0.12%
−3.87%
Information Ratio – 3 Years
0.01
-0.60
Volatility – 1 Year
24.60%
20.08%
Volatility – 3 Years
22.41%
16.27%
Beta – 1 Year
1.20
1.12
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.41
0.13
Sharpe Ratio – 3 Years
0.39
0.24
Worst Rolling Year
4.49%
-1.76%
Value at Worst Rolling Year
₹1.04 Cr
₹0.98 Cr
Deepest Drawdown
−26.42%
−19.25%
Recovery Period
479 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
19.05%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 100%
L 62% · M 20% · S 7%
Number of Stocks
18
25
Portfolio P/E
34.80
—
Top 5 Holdings
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve 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
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
—
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%