Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
KRChoksey - Alpha Invest
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%
0.97%
6 Months
10.60%
6.33%
1 Year
2.51%
−0.99%
3 Years
7.68%
6.26%
5 Years
9.38%
6.47%
Since Inception
10.51%
5.18%
Fund Age
9 yrs 6 mo
19 yrs 5 mo
AUM
₹804.15 Cr
₹95.89 Cr
Alpha – 1 Year
2.94%
2.51%
Alpha – 3 Years
−0.89%
−2.73%
Information Ratio – 3 Years
-0.08
-0.10
Volatility – 1 Year
21.76%
20.93%
Volatility – 3 Years
17.30%
17.77%
Beta – 1 Year
1.23
1.14
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
-0.04
-0.20
Sharpe Ratio – 3 Years
0.20
0.23
Worst Rolling Year
-3.22%
-21.50%
Value at Worst Rolling Year
₹0.97 Cr
₹0.79 Cr
Deepest Drawdown
−26.72%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
74.63%
Median Rolling Year
12.69%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 26% · M 6% · S 61%
L 77% · M 12% · S 11%
Number of Stocks
42
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%