Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.16%
1.73%
6 Months
1.17%
7.38%
1 Year
9.99%
6.08%
3 Years
10.14%
8.22%
5 Years
—
7.99%
Since Inception
9.72%
12.63%
Fund Age
3 yrs 4 mo
9 yrs 9 mo
AUM
₹6.87 Cr
₹145.75 Cr
Alpha – 1 Year
10.34%
1.36%
Alpha – 3 Years
1.15%
−3.87%
Information Ratio – 3 Years
—
-0.60
Volatility – 1 Year
15.77%
20.08%
Volatility – 3 Years
—
16.27%
Beta – 1 Year
0.65
1.12
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.60
0.13
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
-1.76%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
—
−19.25%
Recovery Period
—
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%
Number of Stocks
—
25
Portfolio P/E
—
—
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%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%