Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
10.60%
6.66%
1 Year
2.51%
7.95%
3 Years
7.68%
14.01%
5 Years
9.38%
12.40%
Since Inception
10.51%
16.07%
Fund Age
9 yrs 6 mo
12 yrs 5 mo
AUM
₹804.15 Cr
₹27.98 Cr
Alpha – 1 Year
2.94%
3.23%
Alpha – 3 Years
−0.89%
1.92%
Information Ratio – 3 Years
-0.08
0.55
Volatility – 1 Year
21.76%
16.42%
Volatility – 3 Years
17.30%
14.36%
Beta – 1 Year
1.23
0.92
Beta – 3 Years
1.08
0.91
Sharpe Ratio – 1 Year
-0.04
0.15
Sharpe Ratio – 3 Years
0.20
0.63
Worst Rolling Year
-3.22%
-4.39%
Value at Worst Rolling Year
₹0.97 Cr
₹0.96 Cr
Deepest Drawdown
−26.72%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
96.55%
97.43%
Median Rolling Year
12.69%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 25% · M 6% · S 37%
Number of Stocks
42
30
Portfolio P/E
35.23
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%