Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
2.85%
6 Months
10.60%
22.81%
1 Year
2.51%
15.74%
3 Years
7.68%
19.34%
5 Years
9.38%
—
Since Inception
10.51%
24.49%
Fund Age
9 yrs 6 mo
3 yrs 3 mo
AUM
₹804.15 Cr
₹446.96 Cr
Alpha – 1 Year
2.94%
11.02%
Alpha – 3 Years
−0.89%
7.25%
Information Ratio – 3 Years
-0.08
0.86
Volatility – 1 Year
21.76%
23.09%
Volatility – 3 Years
17.30%
17.79%
Beta – 1 Year
1.23
1.11
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
-0.04
0.51
Sharpe Ratio – 3 Years
0.20
0.79
Worst Rolling Year
-3.22%
19.32%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−26.72%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 19% · S 80%
Number of Stocks
42
30
Portfolio P/E
35.23
—
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%
—
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—