Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Magadh - Future Stars
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%
3.10%
6 Months
10.60%
4.24%
1 Year
2.51%
17.00%
3 Years
7.68%
21.79%
5 Years
9.38%
20.77%
Since Inception
10.51%
20.65%
Fund Age
9 yrs 6 mo
5 yrs
AUM
₹804.15 Cr
₹88.27 Cr
Alpha – 1 Year
2.94%
12.28%
Alpha – 3 Years
−0.89%
9.70%
Information Ratio – 3 Years
-0.08
1.38
Volatility – 1 Year
21.76%
20.96%
Volatility – 3 Years
17.30%
18.52%
Beta – 1 Year
1.23
1.12
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
-0.04
0.60
Sharpe Ratio – 3 Years
0.20
1.04
Worst Rolling Year
-3.22%
21.72%
Value at Worst Rolling Year
₹0.97 Cr
₹1.22 Cr
Deepest Drawdown
−26.72%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 19% · M 45% · S 35%
Number of Stocks
42
25
Portfolio P/E
35.23
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0% / 0%