Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Right Horizons - Perennial
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−0.19%
6 Months
10.60%
11.46%
1 Year
2.51%
8.21%
3 Years
7.68%
12.09%
5 Years
9.38%
11.81%
Since Inception
10.51%
13.34%
Fund Age
9 yrs 6 mo
5 yrs 3 mo
AUM
₹804.15 Cr
₹34.29 Cr
Alpha – 1 Year
2.94%
5.23%
Alpha – 3 Years
−0.89%
0.21%
Information Ratio – 3 Years
-0.08
0.17
Volatility – 1 Year
21.76%
24.84%
Volatility – 3 Years
17.30%
21.42%
Beta – 1 Year
1.23
1.25
Beta – 3 Years
1.08
1.08
Sharpe Ratio – 1 Year
-0.04
0.21
Sharpe Ratio – 3 Years
0.20
0.49
Worst Rolling Year
-3.22%
7.11%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−26.72%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 5% · M 7% · S 69%
Number of Stocks
42
37
Portfolio P/E
35.23
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%