Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Axis - Core & Satellite 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%
0.11%
6 Months
−4.38%
10.76%
1 Year
−4.58%
8.14%
3 Years
4.80%
7.76%
5 Years
3.85%
10.03%
Since Inception
17.02%
11.69%
Fund Age
25 yrs 6 mo
6 yrs 8 mo
AUM
₹724.64 Cr
₹87.23 Cr
Alpha – 1 Year
−7.56%
8.57%
Alpha – 3 Years
−7.08%
−0.81%
Information Ratio – 3 Years
-1.30
0.02
Volatility – 1 Year
16.92%
23.09%
Volatility – 3 Years
16.49%
18.26%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
1.01
1.11
Sharpe Ratio – 1 Year
-0.52
0.21
Sharpe Ratio – 3 Years
0.04
0.22
Worst Rolling Year
-12.59%
6.59%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−23.98%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
13.94%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 19% · M 1% · S 70%
Number of Stocks
22
41
Portfolio P/E
32.63
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%