Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
3.88%
6 Months
10.60%
18.21%
1 Year
2.51%
11.44%
3 Years
7.68%
9.27%
5 Years
9.38%
10.90%
Since Inception
10.51%
13.08%
Fund Age
9 yrs 6 mo
9 yrs
AUM
₹804.15 Cr
₹29.3 Cr
Alpha – 1 Year
2.94%
6.74%
Alpha – 3 Years
−0.89%
−1.95%
Information Ratio – 3 Years
-0.08
-0.21
Volatility – 1 Year
21.76%
23.26%
Volatility – 3 Years
17.30%
18.09%
Beta – 1 Year
1.23
1.21
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
-0.04
0.35
Sharpe Ratio – 3 Years
0.20
0.32
Worst Rolling Year
-3.22%
0.11%
Value at Worst Rolling Year
₹0.97 Cr
₹1.00 Cr
Deepest Drawdown
−26.72%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
96.55%
99.73%
Median Rolling Year
12.69%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 6% · M 32% · S 55%
Number of Stocks
42
23
Portfolio P/E
35.23
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%