Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
7.38%
1.92%
1 Year
6.08%
0.43%
3 Years
8.22%
—
5 Years
7.99%
—
Since Inception
12.63%
6.17%
Fund Age
9 yrs 9 mo
2 yrs 2 mo
AUM
₹145.75 Cr
₹22.98 Cr
Alpha – 1 Year
1.36%
−2.55%
Alpha – 3 Years
−3.87%
—
Information Ratio – 3 Years
-0.60
—
Volatility – 1 Year
20.08%
16.90%
Volatility – 3 Years
16.27%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.13
-0.22
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-1.76%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.25%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
25
41
Portfolio P/E
—
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%