Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
7.38%
11.30%
1 Year
6.08%
5.88%
3 Years
8.22%
—
5 Years
7.99%
—
Since Inception
12.63%
10.85%
Fund Age
9 yrs 9 mo
2 yrs 5 mo
AUM
₹145.75 Cr
₹45.96 Cr
Alpha – 1 Year
1.36%
−0.98%
Alpha – 3 Years
−3.87%
—
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
21.88%
Volatility – 3 Years
16.27%
—
Beta – 1 Year
1.12
2.00
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
0.12
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
25
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%