Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Centrum PMS - Micro
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%
5.99%
6 Months
10.60%
26.63%
1 Year
2.51%
16.86%
3 Years
7.68%
13.24%
5 Years
9.38%
17.56%
Since Inception
10.51%
16.65%
Fund Age
9 yrs 6 mo
10 yrs 1 mo
AUM
₹804.15 Cr
₹11.38 Cr
Alpha – 1 Year
2.94%
12.14%
Alpha – 3 Years
−0.89%
1.15%
Information Ratio – 3 Years
-0.08
0.20
Volatility – 1 Year
21.76%
29.32%
Volatility – 3 Years
17.30%
24.13%
Beta – 1 Year
1.23
1.44
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
-0.04
0.48
Sharpe Ratio – 3 Years
0.20
0.50
Worst Rolling Year
-3.22%
-10.45%
Value at Worst Rolling Year
₹0.97 Cr
₹0.90 Cr
Deepest Drawdown
−26.72%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
89.77%
Median Rolling Year
12.69%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
M 1% · S 95%
Number of Stocks
42
28
Portfolio P/E
35.23
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%