Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
5.68%
6 Months
10.60%
10.98%
1 Year
2.51%
10.72%
3 Years
7.68%
15.83%
5 Years
9.38%
13.58%
Since Inception
10.51%
14.48%
Fund Age
9 yrs 6 mo
21 yrs 11 mo
AUM
₹804.15 Cr
₹8.51 Cr
Alpha – 1 Year
2.94%
6.00%
Alpha – 3 Years
−0.89%
3.74%
Information Ratio – 3 Years
-0.08
0.71
Volatility – 1 Year
21.76%
16.38%
Volatility – 3 Years
17.30%
14.45%
Beta – 1 Year
1.23
0.87
Beta – 3 Years
1.08
0.89
Sharpe Ratio – 1 Year
-0.04
0.33
Sharpe Ratio – 3 Years
0.20
0.72
Worst Rolling Year
-3.22%
-12.28%
Value at Worst Rolling Year
₹0.97 Cr
₹0.88 Cr
Deepest Drawdown
−26.72%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
96.55%
90.88%
Median Rolling Year
12.69%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 26% · M 6% · S 61%
L 23% · M 15% · S 43%
Number of Stocks
42
30
Portfolio P/E
35.23
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%