Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Right Horizons - Alliance
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
1.80%
6 Months
10.60%
2.80%
1 Year
2.51%
4.89%
3 Years
7.68%
12.23%
5 Years
9.38%
10.64%
Since Inception
10.51%
8.93%
Fund Age
9 yrs 6 mo
12 yrs
AUM
₹804.15 Cr
₹134.76 Cr
Alpha – 1 Year
2.94%
−1.08%
Alpha – 3 Years
−0.89%
1.34%
Information Ratio – 3 Years
-0.08
0.07
Volatility – 1 Year
21.76%
10.79%
Volatility – 3 Years
17.30%
9.62%
Beta – 1 Year
1.23
1.04
Beta – 3 Years
1.08
1.10
Sharpe Ratio – 1 Year
-0.04
-0.01
Sharpe Ratio – 3 Years
0.20
0.69
Worst Rolling Year
-3.22%
0.05%
Value at Worst Rolling Year
₹0.97 Cr
₹1.00 Cr
Deepest Drawdown
−26.72%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
96.55%
99.79%
Median Rolling Year
12.69%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 50% · M 11% · S 8%
Number of Stocks
42
33
Portfolio P/E
35.23
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –