Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Wallfort-Kosh Value Fund
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Wallfort-Kosh Value Fund
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%
1.45%
6 Months
7.38%
18.06%
1 Year
6.08%
11.98%
3 Years
8.22%
—
5 Years
7.99%
—
Since Inception
12.63%
−2.78%
Fund Age
9 yrs 9 mo
1 mo
AUM
₹145.75 Cr
₹4.8 Cr
Alpha – 1 Year
1.36%
7.26%
Alpha – 3 Years
−3.87%
—
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
30.31%
Volatility – 3 Years
16.27%
—
Beta – 1 Year
1.12
1.59
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
0.34
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
—
Recovery Period
Not yet recovered
—
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%
Cash & Cash Equivalent · 17.58%
Tata Power Company Ltd · 15.85%
IDFC First Bank Ltd · 11.08%
Aditya Birla Real Estate Ltd · 10.39%
Indian Metals & Ferro Alloys Ltd · 9.83%
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%