Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Solidarity Advisors - Prudence
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%
8.45%
6 Months
10.60%
29.49%
1 Year
2.51%
37.09%
3 Years
7.68%
18.49%
5 Years
9.38%
12.39%
Since Inception
10.51%
18.64%
Fund Age
9 yrs 6 mo
10 yrs 3 mo
AUM
₹804.15 Cr
₹1,760.35 Cr
Alpha – 1 Year
2.94%
32.37%
Alpha – 3 Years
−0.89%
6.40%
Information Ratio – 3 Years
-0.08
0.52
Volatility – 1 Year
21.76%
25.02%
Volatility – 3 Years
17.30%
18.27%
Beta – 1 Year
1.23
1.22
Beta – 3 Years
1.08
0.89
Sharpe Ratio – 1 Year
-0.04
1.18
Sharpe Ratio – 3 Years
0.20
0.74
Worst Rolling Year
-3.22%
-0.28%
Value at Worst Rolling Year
₹0.97 Cr
₹1.00 Cr
Deepest Drawdown
−26.72%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
96.55%
99.89%
Median Rolling Year
12.69%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 11% · S 71%
Number of Stocks
42
13
Portfolio P/E
35.23
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%