Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
ValueQuest - Platinum
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%
2.62%
6 Months
10.60%
20.31%
1 Year
2.51%
5.50%
3 Years
7.68%
14.22%
5 Years
9.38%
16.13%
Since Inception
10.51%
18.70%
Fund Age
9 yrs 6 mo
9 yrs 8 mo
AUM
₹804.15 Cr
₹3,491.64 Cr
Alpha – 1 Year
2.94%
2.52%
Alpha – 3 Years
−0.89%
2.33%
Information Ratio – 3 Years
-0.08
0.19
Volatility – 1 Year
21.76%
25.24%
Volatility – 3 Years
17.30%
21.26%
Beta – 1 Year
1.23
1.29
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
-0.04
0.11
Sharpe Ratio – 3 Years
0.20
0.48
Worst Rolling Year
-3.22%
-9.34%
Value at Worst Rolling Year
₹0.97 Cr
₹0.91 Cr
Deepest Drawdown
−26.72%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
96.55%
93.29%
Median Rolling Year
12.69%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 23% · M 15% · S 57%
Number of Stocks
42
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 1%