Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs ValPro Balanced B
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
ValPro Balanced B
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%
0.41%
6 Months
7.38%
10.49%
1 Year
6.08%
18.36%
3 Years
8.22%
16.81%
5 Years
7.99%
4.40%
Since Inception
12.63%
5.10%
Fund Age
9 yrs 9 mo
5 yrs 1 mo
AUM
₹145.75 Cr
₹8.98 Cr
Alpha – 1 Year
1.36%
19.78%
Alpha – 3 Years
−3.87%
9.07%
Information Ratio – 3 Years
-0.60
0.98
Volatility – 1 Year
20.08%
22.04%
Volatility – 3 Years
16.27%
16.11%
Beta – 1 Year
1.12
1.21
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.13
0.60
Sharpe Ratio – 3 Years
0.24
0.72
Worst Rolling Year
-1.76%
-1.98%
Value at Worst Rolling Year
₹0.98 Cr
₹0.98 Cr
Deepest Drawdown
−19.25%
−17.34%
Recovery Period
Not yet recovered
219 days
1-Year Rolling Windows Positive
98.75%
94.64%
Median Rolling Year
13.10%
8.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
L 65% · M 7% · S 9%
Number of Stocks
25
39
Portfolio P/E
—
31.19
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%
Interglobe Aviation Ltd · 8.47%
Motilal Oswal NASDAQ-100 ETF · 7.68%
State Bank of India · 6.64%
Nestle India Ltd · 5.98%
Shriram Finance Ltd · 5.97%
Top Sectors
—
Financial Services · 27.14%
Others · 11.48%
Services · 9.52%
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%