Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Marcellus - Kings of Capital
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
0.50%
6 Months
10.60%
2.02%
1 Year
2.51%
0.60%
3 Years
7.68%
8.21%
5 Years
9.38%
5.75%
Since Inception
10.51%
9.73%
Fund Age
9 yrs 6 mo
6 yrs
AUM
₹804.15 Cr
₹128.19 Cr
Alpha – 1 Year
2.94%
1.03%
Alpha – 3 Years
−0.89%
−0.36%
Information Ratio – 3 Years
-0.08
0.12
Volatility – 1 Year
21.76%
19.24%
Volatility – 3 Years
17.30%
14.76%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
-0.04
-0.16
Sharpe Ratio – 3 Years
0.20
0.24
Worst Rolling Year
-3.22%
0.20%
Value at Worst Rolling Year
₹0.97 Cr
₹1.00 Cr
Deepest Drawdown
−26.72%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
98.09%
Median Rolling Year
12.69%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%