Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
TCG Transformative Growth 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%
2.52%
6 Months
7.38%
12.02%
1 Year
6.08%
4.98%
3 Years
8.22%
—
5 Years
7.99%
—
Since Inception
12.63%
2.03%
Fund Age
9 yrs 9 mo
1 yr 10 mo
AUM
₹145.75 Cr
₹167.29 Cr
Alpha – 1 Year
1.36%
0.26%
Alpha – 3 Years
−3.87%
—
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
26.96%
Volatility – 3 Years
16.27%
—
Beta – 1 Year
1.12
1.44
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
0.10
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
−22.46%
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%
M 5% · S 94%
Number of Stocks
25
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%