Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Unifi BCAD
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%
2.20%
6 Months
7.38%
6.88%
1 Year
6.08%
5.29%
3 Years
8.22%
8.34%
5 Years
7.99%
9.52%
Since Inception
12.63%
13.35%
Fund Age
9 yrs 9 mo
8 yrs 3 mo
AUM
₹145.75 Cr
₹237.35 Cr
Alpha – 1 Year
1.36%
0.57%
Alpha – 3 Years
−3.87%
−3.75%
Information Ratio – 3 Years
-0.60
-0.44
Volatility – 1 Year
20.08%
19.09%
Volatility – 3 Years
16.27%
16.74%
Beta – 1 Year
1.12
1.07
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.13
0.09
Sharpe Ratio – 3 Years
0.24
0.25
Worst Rolling Year
-1.76%
7.37%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−19.25%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
—
Number of Stocks
25
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
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%