Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.39%
6.38%
6 Months
10.60%
30.29%
1 Year
2.51%
21.45%
3 Years
7.68%
18.94%
5 Years
9.38%
—
Since Inception
10.51%
23.25%
Fund Age
9 yrs 6 mo
3 yrs 1 mo
AUM
₹804.15 Cr
₹185.04 Cr
Alpha – 1 Year
2.94%
16.73%
Alpha – 3 Years
−0.89%
6.85%
Information Ratio – 3 Years
-0.08
0.59
Volatility – 1 Year
21.76%
29.11%
Volatility – 3 Years
17.30%
25.42%
Beta – 1 Year
1.23
1.26
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.04
0.62
Sharpe Ratio – 3 Years
0.20
0.60
Worst Rolling Year
-3.22%
18.95%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−26.72%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
—
Number of Stocks
42
40
Portfolio P/E
35.23
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%