Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Wave-Bloom
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%
−0.67%
6 Months
7.38%
−7.55%
1 Year
6.08%
0.34%
3 Years
8.22%
—
5 Years
7.99%
—
Since Inception
12.63%
12.70%
Fund Age
9 yrs 9 mo
2 yrs 3 mo
AUM
₹145.75 Cr
₹7.52 Cr
Alpha – 1 Year
1.36%
−2.64%
Alpha – 3 Years
−3.87%
—
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
8.98%
Volatility – 3 Years
16.27%
—
Beta – 1 Year
1.12
0.39
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
-0.50
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
−10.25%
Recovery Period
Not yet recovered
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%
L 71% · M 18% · S 10%
Number of Stocks
25
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—