Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Renaissance - Midcap 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%
3.30%
6 Months
10.60%
9.86%
1 Year
2.51%
0.86%
3 Years
7.68%
8.29%
5 Years
9.38%
15.11%
Since Inception
10.51%
11.40%
Fund Age
9 yrs 6 mo
8 yrs 7 mo
AUM
₹804.15 Cr
₹119.22 Cr
Alpha – 1 Year
2.94%
1.21%
Alpha – 3 Years
−0.89%
−0.71%
Information Ratio – 3 Years
-0.08
-0.05
Volatility – 1 Year
21.76%
21.27%
Volatility – 3 Years
17.30%
19.22%
Beta – 1 Year
1.23
1.20
Beta – 3 Years
1.08
1.19
Sharpe Ratio – 1 Year
-0.04
-0.10
Sharpe Ratio – 3 Years
0.20
0.25
Worst Rolling Year
-3.22%
0.71%
Value at Worst Rolling Year
₹0.97 Cr
₹1.01 Cr
Deepest Drawdown
−26.72%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
99.76%
Median Rolling Year
12.69%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 2% · M 52% · S 44%
Number of Stocks
42
33
Portfolio P/E
35.23
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%