Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
9.87%
6 Months
7.38%
46.37%
1 Year
6.08%
29.61%
3 Years
8.22%
24.62%
5 Years
7.99%
—
Since Inception
12.63%
39.89%
Fund Age
9 yrs 9 mo
20 mo
AUM
₹145.75 Cr
₹147.17 Cr
Alpha – 1 Year
1.36%
24.89%
Alpha – 3 Years
−3.87%
12.53%
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
25.97%
Volatility – 3 Years
16.27%
29.84%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
0.92
Sharpe Ratio – 3 Years
0.24
1.29
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%