Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Marathon Trends - Trend Following
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%
1.43%
6 Months
10.60%
0.81%
1 Year
2.51%
7.79%
3 Years
7.68%
9.10%
5 Years
9.38%
—
Since Inception
10.51%
17.42%
Fund Age
9 yrs 6 mo
8 yrs 11 mo
AUM
₹804.15 Cr
₹342.11 Cr
Alpha – 1 Year
2.94%
3.07%
Alpha – 3 Years
−0.89%
−2.99%
Information Ratio – 3 Years
-0.08
0.29
Volatility – 1 Year
21.76%
17.73%
Volatility – 3 Years
17.30%
15.85%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
-0.04
0.21
Sharpe Ratio – 3 Years
0.20
0.50
Worst Rolling Year
-3.22%
9.10%
Value at Worst Rolling Year
₹0.97 Cr
₹1.09 Cr
Deepest Drawdown
−26.72%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 40% · M 35% · S 22%
Number of Stocks
42
23
Portfolio P/E
35.23
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%