Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Invesco - Challengers
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%
1.41%
6 Months
10.60%
13.18%
1 Year
2.51%
2.91%
3 Years
7.68%
14.27%
5 Years
9.38%
—
Since Inception
10.51%
11.83%
Fund Age
9 yrs 6 mo
4 yrs 11 mo
AUM
₹804.15 Cr
₹31.01 Cr
Alpha – 1 Year
2.94%
−1.81%
Alpha – 3 Years
−0.89%
2.18%
Information Ratio – 3 Years
-0.08
0.24
Volatility – 1 Year
21.76%
18.67%
Volatility – 3 Years
17.30%
17.11%
Beta – 1 Year
1.23
0.97
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
-0.04
-0.04
Sharpe Ratio – 3 Years
0.20
0.56
Worst Rolling Year
-3.22%
12.64%
Value at Worst Rolling Year
₹0.97 Cr
₹1.13 Cr
Deepest Drawdown
−26.72%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 26% · M 6% · S 61%
L 37% · M 30% · S 33%
Number of Stocks
42
26
Portfolio P/E
35.23
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—