Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Motilal Oswal-Founders
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%
0.25%
6 Months
10.60%
15.19%
1 Year
2.51%
3.21%
3 Years
7.68%
19.65%
5 Years
9.38%
—
Since Inception
10.51%
25.09%
Fund Age
9 yrs 6 mo
3 yrs 5 mo
AUM
₹804.15 Cr
₹4,148.34 Cr
Alpha – 1 Year
2.94%
0.23%
Alpha – 3 Years
−0.89%
7.77%
Information Ratio – 3 Years
-0.08
0.62
Volatility – 1 Year
21.76%
21.54%
Volatility – 3 Years
17.30%
22.15%
Beta – 1 Year
1.23
1.06
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
-0.04
-0.01
Sharpe Ratio – 3 Years
0.20
0.68
Worst Rolling Year
-3.22%
19.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−26.72%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 26% · M 35% · S 37%
Number of Stocks
42
26
Portfolio P/E
35.23
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%