Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Bonanza Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.39%
5.27%
6 Months
10.60%
15.28%
1 Year
2.51%
11.46%
3 Years
7.68%
12.93%
5 Years
9.38%
14.25%
Since Inception
10.51%
20.43%
Fund Age
9 yrs 6 mo
8 yrs 1 mo
AUM
₹804.15 Cr
₹7.34 Cr
Alpha – 1 Year
2.94%
11.81%
Alpha – 3 Years
−0.89%
3.93%
Information Ratio – 3 Years
-0.08
0.17
Volatility – 1 Year
21.76%
25.10%
Volatility – 3 Years
17.30%
27.35%
Beta – 1 Year
1.23
1.24
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
-0.04
0.33
Sharpe Ratio – 3 Years
0.20
0.39
Worst Rolling Year
-3.22%
12.27%
Value at Worst Rolling Year
₹0.97 Cr
₹1.12 Cr
Deepest Drawdown
−26.72%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
29.35%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 26% · M 6% · S 61%
L 8% · M 5% · S 83%
Number of Stocks
42
33
Portfolio P/E
35.23
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%