Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Motilal Oswal - Value Migration
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%
0.78%
6 Months
10.60%
11.75%
1 Year
2.51%
−2.37%
3 Years
7.68%
17.81%
5 Years
9.38%
14.66%
Since Inception
10.51%
18.91%
Fund Age
9 yrs 6 mo
23 yrs 5 mo
AUM
₹804.15 Cr
₹3,220.2 Cr
Alpha – 1 Year
2.94%
−5.35%
Alpha – 3 Years
−0.89%
5.93%
Information Ratio – 3 Years
-0.08
0.54
Volatility – 1 Year
21.76%
21.49%
Volatility – 3 Years
17.30%
20.84%
Beta – 1 Year
1.23
1.07
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.04
-0.27
Sharpe Ratio – 3 Years
0.20
0.64
Worst Rolling Year
-3.22%
-7.44%
Value at Worst Rolling Year
₹0.97 Cr
₹0.93 Cr
Deepest Drawdown
−26.72%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
94.32%
Median Rolling Year
12.69%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 26% · M 6% · S 61%
L 28% · M 48% · S 19%
Number of Stocks
42
27
Portfolio P/E
35.23
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%