Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.39%
2.75%
6 Months
10.60%
26.95%
1 Year
2.51%
13.12%
3 Years
7.68%
17.80%
5 Years
9.38%
15.04%
Since Inception
10.51%
22.70%
Fund Age
9 yrs 6 mo
8 yrs
AUM
₹804.15 Cr
₹357.26 Cr
Alpha – 1 Year
2.94%
10.14%
Alpha – 3 Years
−0.89%
5.90%
Information Ratio – 3 Years
-0.08
0.31
Volatility – 1 Year
21.76%
32.38%
Volatility – 3 Years
17.30%
25.45%
Beta – 1 Year
1.23
1.68
Beta – 3 Years
1.08
1.37
Sharpe Ratio – 1 Year
-0.04
0.36
Sharpe Ratio – 3 Years
0.20
0.56
Worst Rolling Year
-3.22%
11.19%
Value at Worst Rolling Year
₹0.97 Cr
₹1.11 Cr
Deepest Drawdown
−26.72%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 7% · M 19% · S 59%
Number of Stocks
42
42
Portfolio P/E
35.23
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%