PMS · Equity · Multi Cap
Sanctum Wealth - Indian Titans
Fund size₹146 Cr
Alpha (3Y)−3.47%
3Y return8.22%
Fund age9 yrs 9 mo
Fund Manager
Growth of₹Cr
Sanctum Wealth Indian Titans
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Sanctum Wealth Indian Titans | 2.46% | 6.08% | 0.76% | 8.22% | 7.99% | 12.63% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 14.54% |
| Excess over benchmark | 3.48% | 1.36% | 0.87% | −3.87% | −2.92% | −1.91% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.27%
Benchmark approx 14.82%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.24
Sharpe
Excess return gained per unit of volatility.
Capture ratio
93 / 111
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.25% from its 27 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−19.25%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 27 Sep 2024 | 31 Mar 2026 | −19.25% | 550 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak27 Sep 2024
Trough31 Mar 2026
Depth−19.25%
Fell over550 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
25
Asset class
Equity
Market cap
Large cap61.75%
Mid cap19.53%
Small cap6.82%
Cash & others11.90%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 18.67% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 12%
No exit load. Lock-in: Nil.
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