Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Eklavya Equity
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%
−0.98%
6 Months
10.60%
4.93%
1 Year
2.51%
−0.37%
3 Years
7.68%
—
5 Years
9.38%
—
Since Inception
10.51%
4.91%
Fund Age
9 yrs 6 mo
2 yrs 1 mo
AUM
₹804.15 Cr
₹8 Cr
Alpha – 1 Year
2.94%
−0.02%
Alpha – 3 Years
−0.89%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
21.76%
12.93%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.23
0.72
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.04
-0.38
Sharpe Ratio – 3 Years
0.20
—
Worst Rolling Year
-3.22%
6.09%
Value at Worst Rolling Year
₹0.97 Cr
₹1.06 Cr
Deepest Drawdown
−26.72%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 23% · M 8% · S 36%
Number of Stocks
42
30
Portfolio P/E
35.23
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 2% / 0%