Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Vallum India Discovery
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%
8.27%
6 Months
7.38%
25.28%
1 Year
6.08%
14.17%
3 Years
8.22%
11.84%
5 Years
7.99%
13.19%
Since Inception
12.63%
20.72%
Fund Age
9 yrs 9 mo
5 yrs 11 mo
AUM
₹145.75 Cr
₹1,246.45 Cr
Alpha – 1 Year
1.36%
9.45%
Alpha – 3 Years
−3.87%
−0.25%
Information Ratio – 3 Years
-0.60
0.04
Volatility – 1 Year
20.08%
23.38%
Volatility – 3 Years
16.27%
20.74%
Beta – 1 Year
1.12
1.12
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
0.13
0.45
Sharpe Ratio – 3 Years
0.24
0.42
Worst Rolling Year
-1.76%
8.63%
Value at Worst Rolling Year
₹0.98 Cr
₹1.09 Cr
Deepest Drawdown
−19.25%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
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Number of Stocks
25
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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%
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Top Sectors
—
—
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%