Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
7.38%
15.01%
1 Year
6.08%
17.96%
3 Years
8.22%
17.24%
5 Years
7.99%
—
Since Inception
12.63%
18.03%
Fund Age
9 yrs 9 mo
3 yrs 4 mo
AUM
₹145.75 Cr
₹146.81 Cr
Alpha – 1 Year
1.36%
14.98%
Alpha – 3 Years
−3.87%
5.35%
Information Ratio – 3 Years
-0.60
0.78
Volatility – 1 Year
20.08%
19.01%
Volatility – 3 Years
16.27%
16.70%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.13
0.68
Sharpe Ratio – 3 Years
0.24
0.72
Worst Rolling Year
-1.76%
17.01%
Value at Worst Rolling Year
₹0.98 Cr
₹1.17 Cr
Deepest Drawdown
−19.25%
−19.00%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
17.57%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 62% · M 20% · S 7%
—
Number of Stocks
25
50
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
—
—
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%