Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
1.73%
6 Months
5.71%
7.38%
1 Year
−0.97%
6.08%
3 Years
8.86%
8.22%
5 Years
14.20%
7.99%
Since Inception
14.76%
12.63%
Fund Age
10 yrs 5 mo
9 yrs 9 mo
AUM
₹447.76 Cr
₹145.75 Cr
Alpha – 1 Year
−2.83%
1.36%
Alpha – 3 Years
−3.22%
−3.87%
Information Ratio – 3 Years
0.04
-0.60
Volatility – 1 Year
24.79%
20.08%
Volatility – 3 Years
21.25%
16.27%
Beta – 1 Year
1.35
1.12
Beta – 3 Years
1.20
1.00
Sharpe Ratio – 1 Year
-0.14
0.13
Sharpe Ratio – 3 Years
0.31
0.24
Worst Rolling Year
-13.00%
-1.76%
Value at Worst Rolling Year
₹0.87 Cr
₹0.98 Cr
Deepest Drawdown
−26.06%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
98.75%
Median Rolling Year
19.56%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 62% · M 20% · S 7%
Number of Stocks
32
25
Portfolio P/E
33.69
—
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
—
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%