Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Bonanza - Edge
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
4.43%
6 Months
10.60%
22.24%
1 Year
2.51%
21.33%
3 Years
7.68%
15.83%
5 Years
9.38%
20.63%
Since Inception
10.51%
19.53%
Fund Age
9 yrs 6 mo
11 yrs
AUM
₹804.15 Cr
₹101.92 Cr
Alpha – 1 Year
2.94%
21.68%
Alpha – 3 Years
−0.89%
6.83%
Information Ratio – 3 Years
-0.08
0.61
Volatility – 1 Year
21.76%
21.87%
Volatility – 3 Years
17.30%
21.68%
Beta – 1 Year
1.23
1.10
Beta – 3 Years
1.08
1.12
Sharpe Ratio – 1 Year
-0.04
0.75
Sharpe Ratio – 3 Years
0.20
0.65
Worst Rolling Year
-3.22%
-17.09%
Value at Worst Rolling Year
₹0.97 Cr
₹0.83 Cr
Deepest Drawdown
−26.72%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
96.55%
79.34%
Median Rolling Year
12.69%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 15% · M 12% · S 59%
Number of Stocks
42
65
Portfolio P/E
35.23
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%