Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
SMC Global - Growth
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%
5.80%
6 Months
10.60%
20.03%
1 Year
2.51%
17.27%
3 Years
7.68%
12.81%
5 Years
9.38%
11.98%
Since Inception
10.51%
14.70%
Fund Age
9 yrs 6 mo
6 yrs 10 mo
AUM
₹804.15 Cr
₹201.68 Cr
Alpha – 1 Year
2.94%
12.55%
Alpha – 3 Years
−0.89%
0.73%
Information Ratio – 3 Years
-0.08
0.15
Volatility – 1 Year
21.76%
22.73%
Volatility – 3 Years
17.30%
20.11%
Beta – 1 Year
1.23
1.17
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
-0.04
0.58
Sharpe Ratio – 3 Years
0.20
0.44
Worst Rolling Year
-3.22%
7.98%
Value at Worst Rolling Year
₹0.97 Cr
₹1.08 Cr
Deepest Drawdown
−26.72%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 38% · M 4% · S 49%
Number of Stocks
42
24
Portfolio P/E
35.23
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%