Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Valentis Advisors - Rising Star
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%
1.72%
6 Months
7.38%
21.92%
1 Year
6.08%
13.71%
3 Years
8.22%
12.32%
5 Years
7.99%
14.28%
Since Inception
12.63%
17.32%
Fund Age
9 yrs 9 mo
10 yrs
AUM
₹145.75 Cr
₹1,140.87 Cr
Alpha – 1 Year
1.36%
10.73%
Alpha – 3 Years
−3.87%
0.43%
Information Ratio – 3 Years
-0.60
0.05
Volatility – 1 Year
20.08%
27.06%
Volatility – 3 Years
16.27%
23.47%
Beta – 1 Year
1.12
1.37
Beta – 3 Years
1.00
1.21
Sharpe Ratio – 1 Year
0.13
0.39
Sharpe Ratio – 3 Years
0.24
0.38
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%