Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.73%
6 Months
17.49%
7.38%
1 Year
9.72%
6.08%
3 Years
—
8.22%
5 Years
—
7.99%
Since Inception
6.83%
12.63%
Fund Age
2 yrs 3 mo
9 yrs 9 mo
AUM
₹104.19 Cr
₹145.75 Cr
Alpha – 1 Year
6.74%
1.36%
Alpha – 3 Years
—
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
24.22%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.27
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−19.46%
−19.25%
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 3% · M 1% · S 92%
L 62% · M 20% · S 7%
Number of Stocks
45
25
Portfolio P/E
29.66
—
Top 5 Holdings
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
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%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%