Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
1.73%
6 Months
25.88%
7.38%
1 Year
19.47%
6.08%
3 Years
25.74%
8.22%
5 Years
—
7.99%
Since Inception
23.24%
12.63%
Fund Age
3 yrs 1 mo
9 yrs 9 mo
AUM
₹507.13 Cr
₹145.75 Cr
Alpha – 1 Year
16.49%
1.36%
Alpha – 3 Years
13.85%
−3.87%
Information Ratio – 3 Years
0.94
-0.60
Volatility – 1 Year
20.27%
20.08%
Volatility – 3 Years
18.08%
16.27%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.71
0.13
Sharpe Ratio – 3 Years
1.07
0.24
Worst Rolling Year
22.47%
-1.76%
Value at Worst Rolling Year
₹1.22 Cr
₹0.98 Cr
Deepest Drawdown
−21.35%
−19.25%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
24.46%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 62% · M 20% · S 7%
Number of Stocks
20
25
Portfolio P/E
45.78
—
Top 5 Holdings
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
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 · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%