Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Quest Investment Managers – Multi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
6.28%
6 Months
10.60%
16.32%
1 Year
2.51%
11.67%
3 Years
7.68%
19.26%
5 Years
9.38%
13.96%
Since Inception
10.51%
16.00%
Fund Age
9 yrs 6 mo
12 yrs
AUM
₹804.15 Cr
₹725.3 Cr
Alpha – 1 Year
2.94%
6.95%
Alpha – 3 Years
−0.89%
7.18%
Information Ratio – 3 Years
-0.08
0.87
Volatility – 1 Year
21.76%
21.97%
Volatility – 3 Years
17.30%
19.77%
Beta – 1 Year
1.23
1.15
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.04
0.37
Sharpe Ratio – 3 Years
0.20
0.73
Worst Rolling Year
-3.22%
-10.23%
Value at Worst Rolling Year
₹0.97 Cr
₹0.90 Cr
Deepest Drawdown
−26.72%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
96.55%
93.09%
Median Rolling Year
12.69%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 29% · M 26% · S 42%
Number of Stocks
42
34
Portfolio P/E
35.23
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%