Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
7.67%
6 Months
7.38%
27.70%
1 Year
6.08%
47.52%
3 Years
8.22%
23.98%
5 Years
7.99%
15.87%
Since Inception
12.63%
18.55%
Fund Age
9 yrs 9 mo
16 yrs 2 mo
AUM
₹145.75 Cr
₹1,022.92 Cr
Alpha – 1 Year
1.36%
42.80%
Alpha – 3 Years
−3.87%
11.89%
Information Ratio – 3 Years
-0.60
1.12
Volatility – 1 Year
20.08%
28.29%
Volatility – 3 Years
16.27%
20.76%
Beta – 1 Year
1.12
1.36
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
0.13
1.33
Sharpe Ratio – 3 Years
0.24
0.99
Worst Rolling Year
-1.76%
-4.58%
Value at Worst Rolling Year
₹0.98 Cr
₹0.95 Cr
Deepest Drawdown
−19.25%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
98.75%
97.86%
Median Rolling Year
13.10%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
L 22% · M 32% · S 42%
Number of Stocks
25
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%