Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
2.39%
6 Months
−4.38%
10.60%
1 Year
−4.58%
2.51%
3 Years
4.80%
7.68%
5 Years
3.85%
9.38%
Since Inception
17.02%
10.51%
Fund Age
25 yrs 6 mo
9 yrs 6 mo
AUM
₹724.64 Cr
₹804.15 Cr
Alpha – 1 Year
−7.56%
2.94%
Alpha – 3 Years
−7.08%
−0.89%
Information Ratio – 3 Years
-1.30
-0.08
Volatility – 1 Year
16.92%
21.76%
Volatility – 3 Years
16.49%
17.30%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
-0.52
-0.04
Sharpe Ratio – 3 Years
0.04
0.20
Worst Rolling Year
-12.59%
-3.22%
Value at Worst Rolling Year
₹0.87 Cr
₹0.97 Cr
Deepest Drawdown
−23.98%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
96.55%
Median Rolling Year
15.09%
12.69%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 26% · M 6% · S 61%
Number of Stocks
22
42
Portfolio P/E
32.63
35.23
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%