Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
10.60%
19.55%
1 Year
2.51%
11.69%
3 Years
7.68%
15.46%
5 Years
9.38%
—
Since Inception
10.51%
23.05%
Fund Age
9 yrs 6 mo
3 yrs 4 mo
AUM
₹804.15 Cr
₹95.08 Cr
Alpha – 1 Year
2.94%
8.71%
Alpha – 3 Years
−0.89%
3.58%
Information Ratio – 3 Years
-0.08
0.52
Volatility – 1 Year
21.76%
27.25%
Volatility – 3 Years
17.30%
23.29%
Beta – 1 Year
1.23
1.44
Beta – 3 Years
1.08
1.22
Sharpe Ratio – 1 Year
-0.04
0.33
Sharpe Ratio – 3 Years
0.20
0.66
Worst Rolling Year
-3.22%
15.47%
Value at Worst Rolling Year
₹0.97 Cr
₹1.15 Cr
Deepest Drawdown
−26.72%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
—
Number of Stocks
42
—
Portfolio P/E
35.23
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%