Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Composite India - GARP Fund
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%
3.99%
6 Months
10.60%
22.77%
1 Year
2.51%
24.21%
3 Years
7.68%
13.20%
5 Years
9.38%
12.56%
Since Inception
10.51%
18.69%
Fund Age
9 yrs 6 mo
7 yrs 4 mo
AUM
₹804.15 Cr
₹114.64 Cr
Alpha – 1 Year
2.94%
19.49%
Alpha – 3 Years
−0.89%
1.43%
Information Ratio – 3 Years
-0.08
0.12
Volatility – 1 Year
21.76%
24.82%
Volatility – 3 Years
17.30%
21.64%
Beta – 1 Year
1.23
1.34
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.04
0.78
Sharpe Ratio – 3 Years
0.20
0.46
Worst Rolling Year
-3.22%
10.43%
Value at Worst Rolling Year
₹0.97 Cr
₹1.10 Cr
Deepest Drawdown
−26.72%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 20% · M 28% · S 47%
Number of Stocks
42
32
Portfolio P/E
35.23
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%