Portfolio Management Services (PMS)Compare Schemes
Sameeksha - Equity Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Sameeksha - Equity Fund
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
−0.38%
1.73%
6 Months
11.48%
7.38%
1 Year
7.29%
6.08%
3 Years
16.29%
8.22%
5 Years
16.45%
7.99%
Since Inception
20.67%
12.63%
Fund Age
10 yrs 4 mo
9 yrs 9 mo
AUM
₹1,333.94 Cr
₹145.75 Cr
Alpha – 1 Year
2.57%
1.36%
Alpha – 3 Years
4.20%
−3.87%
Information Ratio – 3 Years
0.52
-0.60
Volatility – 1 Year
21.33%
20.08%
Volatility – 3 Years
16.22%
16.27%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.18
0.13
Sharpe Ratio – 3 Years
0.69
0.24
Worst Rolling Year
-0.52%
-1.76%
Value at Worst Rolling Year
₹0.99 Cr
₹0.98 Cr
Deepest Drawdown
−19.36%
−19.25%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
98.89%
98.75%
Median Rolling Year
25.38%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
50
25
Portfolio P/E
21.52
—
Top 5 Holdings
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
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
0.05% / yr
2.00% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%