Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
0.67%
6 Months
10.60%
6.20%
1 Year
2.51%
9.45%
3 Years
7.68%
11.74%
5 Years
9.38%
—
Since Inception
10.51%
12.77%
Fund Age
9 yrs 6 mo
3 yrs 7 mo
AUM
₹804.15 Cr
₹223.43 Cr
Alpha – 1 Year
2.94%
9.88%
Alpha – 3 Years
−0.89%
3.17%
Information Ratio – 3 Years
-0.08
0.40
Volatility – 1 Year
21.76%
16.24%
Volatility – 3 Years
17.30%
16.22%
Beta – 1 Year
1.23
0.89
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
-0.04
0.30
Sharpe Ratio – 3 Years
0.20
0.44
Worst Rolling Year
-3.22%
11.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.11 Cr
Deepest Drawdown
−26.72%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 45% · M 31% · S 19%
Number of Stocks
42
96
Portfolio P/E
35.23
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%