Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−1.86%
6 Months
10.60%
0.50%
1 Year
2.51%
6.34%
3 Years
7.68%
19.74%
5 Years
9.38%
16.62%
Since Inception
10.51%
20.10%
Fund Age
9 yrs 6 mo
6 yrs 1 mo
AUM
₹804.15 Cr
₹56.91 Cr
Alpha – 1 Year
2.94%
1.64%
Alpha – 3 Years
−0.89%
7.64%
Information Ratio – 3 Years
-0.08
0.90
Volatility – 1 Year
21.76%
16.52%
Volatility – 3 Years
17.30%
17.18%
Beta – 1 Year
1.23
0.89
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
-0.04
0.14
Sharpe Ratio – 3 Years
0.20
0.84
Worst Rolling Year
-3.22%
18.93%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−26.72%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 59% · M 40%
Number of Stocks
42
20
Portfolio P/E
35.23
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%