Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
10.60%
0.68%
1 Year
2.51%
4.83%
3 Years
7.68%
11.13%
5 Years
9.38%
9.90%
Since Inception
10.51%
12.28%
Fund Age
9 yrs 6 mo
15 yrs 2 mo
AUM
₹804.15 Cr
₹29.37 Cr
Alpha – 1 Year
2.94%
0.11%
Alpha – 3 Years
−0.89%
−0.96%
Information Ratio – 3 Years
-0.08
-0.05
Volatility – 1 Year
21.76%
19.36%
Volatility – 3 Years
17.30%
17.04%
Beta – 1 Year
1.23
1.09
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
-0.04
0.06
Sharpe Ratio – 3 Years
0.20
0.43
Worst Rolling Year
-3.22%
-9.48%
Value at Worst Rolling Year
₹0.97 Cr
₹0.91 Cr
Deepest Drawdown
−26.72%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
96.55%
93.37%
Median Rolling Year
12.69%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 26% · M 6% · S 61%
L 58% · M 7% · S 23%
Number of Stocks
42
23
Portfolio P/E
35.23
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%