Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−0.04%
6 Months
10.60%
−3.71%
1 Year
2.51%
−1.23%
3 Years
7.68%
7.88%
5 Years
9.38%
5.71%
Since Inception
10.51%
9.28%
Fund Age
9 yrs 6 mo
7 yrs 1 mo
AUM
₹804.15 Cr
₹2.48 Cr
Alpha – 1 Year
2.94%
−5.95%
Alpha – 3 Years
−0.89%
−4.21%
Information Ratio – 3 Years
-0.08
-1.27
Volatility – 1 Year
21.76%
17.16%
Volatility – 3 Years
17.30%
14.17%
Beta – 1 Year
1.23
0.98
Beta – 3 Years
1.08
0.90
Sharpe Ratio – 1 Year
-0.04
-0.29
Sharpe Ratio – 3 Years
0.20
0.17
Worst Rolling Year
-3.22%
5.24%
Value at Worst Rolling Year
₹0.97 Cr
₹1.05 Cr
Deepest Drawdown
−26.72%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 92% · M 4%
Number of Stocks
42
26
Portfolio P/E
35.23
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%