Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
7.38%
9.86%
1 Year
6.08%
32.16%
3 Years
8.22%
19.13%
5 Years
7.99%
12.16%
Since Inception
12.63%
16.12%
Fund Age
9 yrs 9 mo
5 yrs 10 mo
AUM
₹145.75 Cr
₹170.31 Cr
Alpha – 1 Year
1.36%
27.44%
Alpha – 3 Years
−3.87%
7.04%
Information Ratio – 3 Years
-0.60
0.58
Volatility – 1 Year
20.08%
17.07%
Volatility – 3 Years
16.27%
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
0.13
1.42
Sharpe Ratio – 3 Years
0.24
0.79
Worst Rolling Year
-1.76%
0.71%
Value at Worst Rolling Year
₹0.98 Cr
₹1.01 Cr
Deepest Drawdown
−19.25%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
98.75%
99.71%
Median Rolling Year
13.10%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
L 11% · M 1% · S 72%
Number of Stocks
25
18
Portfolio P/E
—
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%