Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Incred-Small & MidCap PMS
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%
4.27%
6 Months
10.60%
−8.15%
1 Year
2.51%
−5.39%
3 Years
7.68%
10.81%
5 Years
9.38%
—
Since Inception
10.51%
11.07%
Fund Age
9 yrs 6 mo
5 yrs
AUM
₹804.15 Cr
₹121.08 Cr
Alpha – 1 Year
2.94%
−5.32%
Alpha – 3 Years
−0.89%
−2.65%
Information Ratio – 3 Years
-0.08
-0.15
Volatility – 1 Year
21.76%
24.51%
Volatility – 3 Years
17.30%
24.85%
Beta – 1 Year
1.23
1.17
Beta – 3 Years
1.08
1.18
Sharpe Ratio – 1 Year
-0.04
-0.34
Sharpe Ratio – 3 Years
0.20
0.32
Worst Rolling Year
-3.22%
9.88%
Value at Worst Rolling Year
₹0.97 Cr
₹1.10 Cr
Deepest Drawdown
−26.72%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
M 20% · S 78%
Number of Stocks
42
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%