Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
3.26%
6 Months
10.60%
4.03%
1 Year
2.51%
0.70%
3 Years
7.68%
10.01%
5 Years
9.38%
8.40%
Since Inception
10.51%
14.84%
Fund Age
9 yrs 6 mo
7 yrs 10 mo
AUM
₹804.15 Cr
₹2,937.84 Cr
Alpha – 1 Year
2.94%
−2.28%
Alpha – 3 Years
−0.89%
−1.88%
Information Ratio – 3 Years
-0.08
-0.37
Volatility – 1 Year
21.76%
17.90%
Volatility – 3 Years
17.30%
14.65%
Beta – 1 Year
1.23
1.00
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
-0.04
-0.18
Sharpe Ratio – 3 Years
0.20
0.35
Worst Rolling Year
-3.22%
7.25%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−26.72%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 58% · M 15% · S 26%
Number of Stocks
42
71
Portfolio P/E
35.23
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%