Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Sundaram Alternate - Rising Stars
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
1.73%
7.03%
6 Months
7.38%
31.10%
1 Year
6.08%
52.47%
3 Years
8.22%
17.74%
5 Years
7.99%
16.38%
Since Inception
12.63%
15.58%
Fund Age
9 yrs 9 mo
16 yrs 9 mo
AUM
₹145.75 Cr
₹132.42 Cr
Alpha – 1 Year
1.36%
47.75%
Alpha – 3 Years
−3.87%
5.65%
Information Ratio – 3 Years
-0.60
0.46
Volatility – 1 Year
20.08%
26.74%
Volatility – 3 Years
16.27%
21.32%
Beta – 1 Year
1.12
1.30
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.13
1.52
Sharpe Ratio – 3 Years
0.24
0.68
Worst Rolling Year
-1.76%
-15.93%
Value at Worst Rolling Year
₹0.98 Cr
₹0.84 Cr
Deepest Drawdown
−19.25%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
98.75%
89.14%
Median Rolling Year
13.10%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 62% · M 20% · S 7%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
—
31.63
Top 5 Holdings
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%