Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.64%
6 Months
7.38%
20.32%
1 Year
6.08%
29.93%
3 Years
8.22%
—
5 Years
7.99%
—
Since Inception
12.63%
15.24%
Fund Age
9 yrs 9 mo
1 yr 9 mo
AUM
₹145.75 Cr
₹3.17 Cr
Alpha – 1 Year
1.36%
25.21%
Alpha – 3 Years
−3.87%
—
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
24.54%
Volatility – 3 Years
16.27%
—
Beta – 1 Year
1.12
1.19
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
0.97
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.75%
—
Median Rolling Year
13.10%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 20% · S 7%
L 28% · M 19% · S 50%
Number of Stocks
25
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –