Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
10.60%
7.54%
1 Year
2.51%
8.20%
3 Years
7.68%
—
5 Years
9.38%
—
Since Inception
10.51%
2.83%
Fund Age
9 yrs 6 mo
14 mo
AUM
₹804.15 Cr
₹18.5 Cr
Alpha – 1 Year
2.94%
3.48%
Alpha – 3 Years
−0.89%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
21.76%
18.53%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.23
1.05
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.04
0.23
Sharpe Ratio – 3 Years
0.20
—
Worst Rolling Year
-3.22%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−26.72%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
—
Median Rolling Year
12.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 47% · M 18% · S 29%
Number of Stocks
42
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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