Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−1.22%
6 Months
10.60%
5.87%
1 Year
2.51%
2.35%
3 Years
7.68%
13.67%
5 Years
9.38%
15.58%
Since Inception
10.51%
16.64%
Fund Age
9 yrs 6 mo
5 yrs 6 mo
AUM
₹804.15 Cr
₹756.71 Cr
Alpha – 1 Year
2.94%
−0.63%
Alpha – 3 Years
−0.89%
1.78%
Information Ratio – 3 Years
-0.08
0.09
Volatility – 1 Year
21.76%
15.74%
Volatility – 3 Years
17.30%
14.36%
Beta – 1 Year
1.23
0.82
Beta – 3 Years
1.08
0.84
Sharpe Ratio – 1 Year
-0.04
-0.13
Sharpe Ratio – 3 Years
0.20
0.59
Worst Rolling Year
-3.22%
13.38%
Value at Worst Rolling Year
₹0.97 Cr
₹1.13 Cr
Deepest Drawdown
−26.72%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 26% · M 6% · S 61%
L 43% · M 8% · S 37%
Number of Stocks
42
26
Portfolio P/E
35.23
34.08
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%