Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Valtrust Momentum
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%
4.78%
6 Months
7.38%
15.08%
1 Year
6.08%
13.63%
3 Years
8.22%
16.91%
5 Years
7.99%
—
Since Inception
12.63%
23.12%
Fund Age
9 yrs 9 mo
3 yrs 7 mo
AUM
₹145.75 Cr
₹78.91 Cr
Alpha – 1 Year
1.36%
8.91%
Alpha – 3 Years
−3.87%
4.82%
Information Ratio – 3 Years
-0.60
0.40
Volatility – 1 Year
20.08%
20.25%
Volatility – 3 Years
16.27%
21.43%
Beta – 1 Year
1.12
1.06
Beta – 3 Years
1.00
1.18
Sharpe Ratio – 1 Year
0.13
0.47
Sharpe Ratio – 3 Years
0.24
0.59
Worst Rolling Year
-1.76%
15.66%
Value at Worst Rolling Year
₹0.98 Cr
₹1.16 Cr
Deepest Drawdown
−19.25%
−29.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 20% · S 7%
L 15% · M 30% · S 55%
Number of Stocks
25
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%