Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
ValPro Alpha A
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%
0.73%
6 Months
7.38%
20.81%
1 Year
6.08%
18.30%
3 Years
8.22%
17.96%
5 Years
7.99%
12.95%
Since Inception
12.63%
15.75%
Fund Age
9 yrs 9 mo
5 yrs 4 mo
AUM
₹145.75 Cr
₹193.44 Cr
Alpha – 1 Year
1.36%
19.72%
Alpha – 3 Years
−3.87%
10.22%
Information Ratio – 3 Years
-0.60
1.02
Volatility – 1 Year
20.08%
26.31%
Volatility – 3 Years
16.27%
19.93%
Beta – 1 Year
1.12
1.42
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
0.13
0.55
Sharpe Ratio – 3 Years
0.24
0.67
Worst Rolling Year
-1.76%
8.87%
Value at Worst Rolling Year
₹0.98 Cr
₹1.09 Cr
Deepest Drawdown
−19.25%
−19.69%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
L 31% · M 8% · S 35%
Number of Stocks
25
112
Portfolio P/E
—
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
—
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%