Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
0.44%
6 Months
7.38%
24.87%
1 Year
6.08%
7.81%
3 Years
8.22%
29.92%
5 Years
7.99%
26.50%
Since Inception
12.63%
23.67%
Fund Age
9 yrs 9 mo
5 yrs 9 mo
AUM
₹145.75 Cr
₹607.62 Cr
Alpha – 1 Year
1.36%
3.09%
Alpha – 3 Years
−3.87%
17.83%
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
37.31%
Volatility – 3 Years
16.27%
29.20%
Beta – 1 Year
1.12
1.91
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
0.22
Sharpe Ratio – 3 Years
0.24
2.38
Worst Rolling Year
-1.76%
7.15%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−19.25%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
36.18%
5-Year Rolling Windows Positive
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
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%