Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
7.38%
17.95%
1 Year
6.08%
21.71%
3 Years
8.22%
19.34%
5 Years
7.99%
—
Since Inception
12.63%
19.34%
Fund Age
9 yrs 9 mo
3 yrs 6 mo
AUM
₹145.75 Cr
₹18.73 Cr
Alpha – 1 Year
1.36%
16.99%
Alpha – 3 Years
−3.87%
7.25%
Information Ratio – 3 Years
-0.60
0.85
Volatility – 1 Year
20.08%
22.22%
Volatility – 3 Years
16.27%
20.72%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
0.13
0.75
Sharpe Ratio – 3 Years
0.24
0.85
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
98.75%
—
Median Rolling Year
13.10%
—
5-Year Rolling Windows Positive
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%