Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
7.38%
13.10%
1 Year
6.08%
18.11%
3 Years
8.22%
14.56%
5 Years
7.99%
8.71%
Since Inception
12.63%
13.67%
Fund Age
9 yrs 9 mo
11 yrs 2 mo
AUM
₹145.75 Cr
₹138.06 Cr
Alpha – 1 Year
1.36%
18.46%
Alpha – 3 Years
−3.87%
5.57%
Information Ratio – 3 Years
-0.60
0.62
Volatility – 1 Year
20.08%
22.83%
Volatility – 3 Years
16.27%
16.72%
Beta – 1 Year
1.12
1.29
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.13
0.61
Sharpe Ratio – 3 Years
0.24
0.55
Worst Rolling Year
-1.76%
-8.44%
Value at Worst Rolling Year
₹0.98 Cr
₹0.92 Cr
Deepest Drawdown
−19.25%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
98.75%
92.53%
Median Rolling Year
13.10%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 20% · S 7%
L 38% · M 14% · S 45%
Number of Stocks
25
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%