Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.50%
2.39%
6 Months
20.10%
10.60%
1 Year
15.30%
2.51%
3 Years
16.40%
7.68%
5 Years
14.80%
9.38%
Since Inception
22.20%
10.51%
Fund Age
14 yrs 10 mo
9 yrs 6 mo
AUM
₹454.6 Cr
₹804.15 Cr
Alpha – 1 Year
10.60%
2.94%
Alpha – 3 Years
4.30%
−0.89%
Information Ratio – 3 Years
0.46
-0.08
Volatility – 1 Year
22.61%
21.76%
Volatility – 3 Years
21.60%
17.30%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
1.17
1.08
Sharpe Ratio – 1 Year
0.50
-0.04
Sharpe Ratio – 3 Years
0.56
0.20
Worst Rolling Year
-9.11%
-3.22%
Value at Worst Rolling Year
₹0.91 Cr
₹0.97 Cr
Deepest Drawdown
−24.77%
−26.72%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
95.79%
96.55%
Median Rolling Year
24.63%
12.69%
5-Year Rolling Windows Positive
99.16%
100.00%
Market-Cap Mix
L 1% · M 29% · S 69%
L 26% · M 6% · S 61%
Number of Stocks
222
42
Portfolio P/E
—
35.23
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%