Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
MASK Prime Picks
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%
1.74%
6 Months
10.60%
3.03%
1 Year
2.51%
3.99%
3 Years
7.68%
8.85%
5 Years
9.38%
8.35%
Since Inception
10.51%
10.50%
Fund Age
9 yrs 6 mo
8 yrs 2 mo
AUM
₹804.15 Cr
₹274.26 Cr
Alpha – 1 Year
2.94%
−0.73%
Alpha – 3 Years
−0.89%
−3.23%
Information Ratio – 3 Years
-0.08
-0.72
Volatility – 1 Year
21.76%
15.72%
Volatility – 3 Years
17.30%
15.15%
Beta – 1 Year
1.23
0.89
Beta – 3 Years
1.08
0.94
Sharpe Ratio – 1 Year
-0.04
-0.08
Sharpe Ratio – 3 Years
0.20
0.27
Worst Rolling Year
-3.22%
7.13%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−26.72%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 48% · M 27% · S 18%
Number of Stocks
42
40
Portfolio P/E
35.23
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%