Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Right Horizons - Flexi Cap
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%
4.94%
6 Months
10.60%
11.49%
1 Year
2.51%
3.89%
3 Years
7.68%
8.19%
5 Years
9.38%
11.02%
Since Inception
10.51%
10.97%
Fund Age
9 yrs 6 mo
13 yrs 8 mo
AUM
₹804.15 Cr
₹360.51 Cr
Alpha – 1 Year
2.94%
0.91%
Alpha – 3 Years
−0.89%
−3.69%
Information Ratio – 3 Years
-0.08
-0.18
Volatility – 1 Year
21.76%
23.04%
Volatility – 3 Years
17.30%
19.34%
Beta – 1 Year
1.23
1.26
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
-0.04
0.04
Sharpe Ratio – 3 Years
0.20
0.30
Worst Rolling Year
-3.22%
-8.10%
Value at Worst Rolling Year
₹0.97 Cr
₹0.92 Cr
Deepest Drawdown
−26.72%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
95.59%
Median Rolling Year
12.69%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 38% · M 28% · S 33%
Number of Stocks
42
29
Portfolio P/E
35.23
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%