Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−0.04%
6 Months
10.60%
0.28%
1 Year
2.51%
2.14%
3 Years
7.68%
10.02%
5 Years
9.38%
13.15%
Since Inception
10.51%
11.46%
Fund Age
9 yrs 6 mo
8 yrs 7 mo
AUM
₹804.15 Cr
₹585.94 Cr
Alpha – 1 Year
2.94%
2.49%
Alpha – 3 Years
−0.89%
1.02%
Information Ratio – 3 Years
-0.08
0.18
Volatility – 1 Year
21.76%
16.38%
Volatility – 3 Years
17.30%
14.42%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.08
0.96
Sharpe Ratio – 1 Year
-0.04
-0.13
Sharpe Ratio – 3 Years
0.20
0.38
Worst Rolling Year
-3.22%
3.37%
Value at Worst Rolling Year
₹0.97 Cr
₹1.03 Cr
Deepest Drawdown
−26.72%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 65% · M 26% · S 8%
Number of Stocks
42
31
Portfolio P/E
35.23
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%