Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Concept Investwell - Dynamic
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%
5.38%
6 Months
10.60%
7.13%
1 Year
2.51%
11.04%
3 Years
7.68%
7.66%
5 Years
9.38%
8.70%
Since Inception
10.51%
14.13%
Fund Age
9 yrs 6 mo
6 yrs 10 mo
AUM
₹804.15 Cr
₹3.45 Cr
Alpha – 1 Year
2.94%
8.06%
Alpha – 3 Years
−0.89%
−4.24%
Information Ratio – 3 Years
-0.08
-0.53
Volatility – 1 Year
21.76%
15.44%
Volatility – 3 Years
17.30%
15.96%
Beta – 1 Year
1.23
0.84
Beta – 3 Years
1.08
0.91
Sharpe Ratio – 1 Year
-0.04
0.40
Sharpe Ratio – 3 Years
0.20
0.20
Worst Rolling Year
-3.22%
3.12%
Value at Worst Rolling Year
₹0.97 Cr
₹1.03 Cr
Deepest Drawdown
−26.72%
−27.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 64% · M 36%
Number of Stocks
42
23
Portfolio P/E
35.23
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%