Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
7.38%
9.93%
1 Year
6.08%
7.49%
3 Years
8.22%
9.34%
5 Years
7.99%
—
Since Inception
12.63%
11.87%
Fund Age
9 yrs 9 mo
4 yrs 7 mo
AUM
₹145.75 Cr
₹1,953.44 Cr
Alpha – 1 Year
1.36%
2.77%
Alpha – 3 Years
−3.87%
−2.75%
Information Ratio – 3 Years
-0.60
-0.26
Volatility – 1 Year
20.08%
19.15%
Volatility – 3 Years
16.27%
16.91%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.00
1.03
Sharpe Ratio – 1 Year
0.13
0.19
Sharpe Ratio – 3 Years
0.24
0.30
Worst Rolling Year
-1.76%
8.22%
Value at Worst Rolling Year
₹0.98 Cr
₹1.08 Cr
Deepest Drawdown
−19.25%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 62% · M 20% · S 7%
L 17% · M 8% · S 75%
Number of Stocks
25
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Portfolio P/E
—
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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