Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
1.73%
6 Months
18.21%
7.38%
1 Year
11.44%
6.08%
3 Years
9.27%
8.22%
5 Years
10.90%
7.99%
Since Inception
13.08%
12.63%
Fund Age
9 yrs
9 yrs 9 mo
AUM
₹29.3 Cr
₹145.75 Cr
Alpha – 1 Year
6.74%
1.36%
Alpha – 3 Years
−1.95%
−3.87%
Information Ratio – 3 Years
-0.21
-0.60
Volatility – 1 Year
23.26%
20.08%
Volatility – 3 Years
18.09%
16.27%
Beta – 1 Year
1.21
1.12
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.35
0.13
Sharpe Ratio – 3 Years
0.32
0.24
Worst Rolling Year
0.11%
-1.76%
Value at Worst Rolling Year
₹1.00 Cr
₹0.98 Cr
Deepest Drawdown
−21.53%
−19.25%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
98.75%
Median Rolling Year
15.41%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 62% · M 20% · S 7%
Number of Stocks
23
25
Portfolio P/E
49.89
—
Top 5 Holdings
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
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 · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
—
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%