Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Ckredence-All Weather Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
3.56%
6 Months
10.60%
14.31%
1 Year
2.51%
23.04%
3 Years
7.68%
17.41%
5 Years
9.38%
14.44%
Since Inception
10.51%
16.04%
Fund Age
9 yrs 6 mo
5 yrs 2 mo
AUM
₹804.15 Cr
₹246.55 Cr
Alpha – 1 Year
2.94%
18.32%
Alpha – 3 Years
−0.89%
5.32%
Information Ratio – 3 Years
-0.08
0.69
Volatility – 1 Year
21.76%
16.66%
Volatility – 3 Years
17.30%
14.65%
Beta – 1 Year
1.23
0.91
Beta – 3 Years
1.08
0.83
Sharpe Ratio – 1 Year
-0.04
1.02
Sharpe Ratio – 3 Years
0.20
0.82
Worst Rolling Year
-3.22%
13.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.13 Cr
Deepest Drawdown
−26.72%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 31% · M 25% · S 41%
Number of Stocks
42
33
Portfolio P/E
35.23
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%