Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
1.73%
6 Months
31.65%
7.38%
1 Year
26.47%
6.08%
3 Years
18.72%
8.22%
5 Years
16.28%
7.99%
Since Inception
14.51%
12.63%
Fund Age
10 yrs 10 mo
9 yrs 9 mo
AUM
₹423.36 Cr
₹145.75 Cr
Alpha – 1 Year
21.75%
1.36%
Alpha – 3 Years
6.63%
−3.87%
Information Ratio – 3 Years
0.36
-0.60
Volatility – 1 Year
28.25%
20.08%
Volatility – 3 Years
24.90%
16.27%
Beta – 1 Year
1.32
1.12
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.78
0.13
Sharpe Ratio – 3 Years
0.60
0.24
Worst Rolling Year
-5.98%
-1.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−31.67%
−19.25%
Recovery Period
492 days
Not yet recovered
1-Year Rolling Windows Positive
86.69%
98.75%
Median Rolling Year
14.66%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 62% · M 20% · S 7%
Number of Stocks
62
25
Portfolio P/E
61.63
—
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%