Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
6.91%
6 Months
10.60%
15.63%
1 Year
2.51%
20.01%
3 Years
7.68%
17.10%
5 Years
9.38%
15.64%
Since Inception
10.51%
13.05%
Fund Age
9 yrs 6 mo
8 yrs 11 mo
AUM
₹804.15 Cr
₹46.46 Cr
Alpha – 1 Year
2.94%
15.29%
Alpha – 3 Years
−0.89%
5.01%
Information Ratio – 3 Years
-0.08
0.88
Volatility – 1 Year
21.76%
20.61%
Volatility – 3 Years
17.30%
19.98%
Beta – 1 Year
1.23
0.94
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
-0.04
0.73
Sharpe Ratio – 3 Years
0.20
0.85
Worst Rolling Year
-3.22%
-3.76%
Value at Worst Rolling Year
₹0.97 Cr
₹0.96 Cr
Deepest Drawdown
−26.72%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
96.55%
93.14%
Median Rolling Year
12.69%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 27% · M 34% · S 33%
Number of Stocks
42
25
Portfolio P/E
35.23
41.42
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 · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%