Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
7.67%
6 Months
10.60%
27.70%
1 Year
2.51%
47.52%
3 Years
7.68%
23.98%
5 Years
9.38%
15.87%
Since Inception
10.51%
18.55%
Fund Age
9 yrs 6 mo
16 yrs 2 mo
AUM
₹804.15 Cr
₹1,022.92 Cr
Alpha – 1 Year
2.94%
42.80%
Alpha – 3 Years
−0.89%
11.89%
Information Ratio – 3 Years
-0.08
1.12
Volatility – 1 Year
21.76%
28.29%
Volatility – 3 Years
17.30%
20.76%
Beta – 1 Year
1.23
1.36
Beta – 3 Years
1.08
1.07
Sharpe Ratio – 1 Year
-0.04
1.33
Sharpe Ratio – 3 Years
0.20
0.99
Worst Rolling Year
-3.22%
-4.58%
Value at Worst Rolling Year
₹0.97 Cr
₹0.95 Cr
Deepest Drawdown
−26.72%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
96.55%
97.86%
Median Rolling Year
12.69%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 22% · M 32% · S 42%
Number of Stocks
42
26
Portfolio P/E
35.23
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%