Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
True-Equity Factor Quant
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%
1.09%
6 Months
7.38%
3.47%
1 Year
6.08%
−3.80%
3 Years
8.22%
11.26%
5 Years
7.99%
—
Since Inception
12.63%
13.40%
Fund Age
9 yrs 9 mo
3 yrs 11 mo
AUM
₹145.75 Cr
₹143.29 Cr
Alpha – 1 Year
1.36%
−6.78%
Alpha – 3 Years
−3.87%
−0.63%
Information Ratio – 3 Years
-0.60
-0.10
Volatility – 1 Year
20.08%
15.14%
Volatility – 3 Years
16.27%
16.91%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.13
-0.54
Sharpe Ratio – 3 Years
0.24
0.40
Worst Rolling Year
-1.76%
11.18%
Value at Worst Rolling Year
₹0.98 Cr
₹1.11 Cr
Deepest Drawdown
−19.25%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
17.01%
5-Year Rolling Windows Positive
100.00%
—
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%