Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
ORO - All Weather Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−0.19%
6 Months
10.60%
−0.42%
1 Year
2.51%
−4.58%
3 Years
7.68%
16.32%
5 Years
9.38%
13.17%
Since Inception
10.51%
13.94%
Fund Age
9 yrs 6 mo
6 yrs 6 mo
AUM
₹804.15 Cr
₹13.16 Cr
Alpha – 1 Year
2.94%
−7.56%
Alpha – 3 Years
−0.89%
4.42%
Information Ratio – 3 Years
-0.08
0.49
Volatility – 1 Year
21.76%
16.90%
Volatility – 3 Years
17.30%
17.54%
Beta – 1 Year
1.23
0.86
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
-0.04
-0.52
Sharpe Ratio – 3 Years
0.20
0.69
Worst Rolling Year
-3.22%
3.91%
Value at Worst Rolling Year
₹0.97 Cr
₹1.04 Cr
Deepest Drawdown
−26.72%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 66% · M 23%
Number of Stocks
42
20
Portfolio P/E
35.23
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%