Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Eureka signature approach
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%
0.53%
6 Months
10.60%
8.20%
1 Year
2.51%
10.87%
3 Years
7.68%
16.09%
5 Years
9.38%
14.49%
Since Inception
10.51%
9.93%
Fund Age
9 yrs 6 mo
8 yrs 9 mo
AUM
₹804.15 Cr
₹64.23 Cr
Alpha – 1 Year
2.94%
7.11%
Alpha – 3 Years
−0.89%
5.20%
Information Ratio – 3 Years
-0.08
0.63
Volatility – 1 Year
21.76%
21.13%
Volatility – 3 Years
17.30%
19.82%
Beta – 1 Year
1.23
1.16
Beta – 3 Years
1.08
1.20
Sharpe Ratio – 1 Year
-0.04
0.35
Sharpe Ratio – 3 Years
0.20
0.59
Worst Rolling Year
-3.22%
-6.69%
Value at Worst Rolling Year
₹0.97 Cr
₹0.93 Cr
Deepest Drawdown
−26.72%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
96.55%
90.85%
Median Rolling Year
12.69%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 25% · M 25% · S 42%
Number of Stocks
42
42
Portfolio P/E
35.23
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / –