Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Unifi APJ 20*
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%
3.07%
6 Months
7.38%
13.63%
1 Year
6.08%
10.76%
3 Years
8.22%
13.00%
5 Years
7.99%
13.13%
Since Inception
12.63%
20.07%
Fund Age
9 yrs 9 mo
10 yrs 11 mo
AUM
₹145.75 Cr
₹942.94 Cr
Alpha – 1 Year
1.36%
6.04%
Alpha – 3 Years
−3.87%
0.91%
Information Ratio – 3 Years
-0.60
0.27
Volatility – 1 Year
20.08%
18.61%
Volatility – 3 Years
16.27%
17.55%
Beta – 1 Year
1.12
1.02
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.13
0.35
Sharpe Ratio – 3 Years
0.24
0.49
Worst Rolling Year
-1.76%
-10.32%
Value at Worst Rolling Year
₹0.98 Cr
₹0.90 Cr
Deepest Drawdown
−19.25%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
98.75%
95.82%
Median Rolling Year
13.10%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
L 15% · M 3% · S 82%
Number of Stocks
25
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Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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