Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.61%
6 Months
10.76%
4.03%
1 Year
8.14%
4.49%
3 Years
7.76%
14.35%
5 Years
10.03%
—
Since Inception
11.69%
16.62%
Fund Age
6 yrs 8 mo
4 yrs
AUM
₹87.23 Cr
₹303 Cr
Alpha – 1 Year
8.57%
4.92%
Alpha – 3 Years
−0.81%
5.78%
Information Ratio – 3 Years
0.02
1.15
Volatility – 1 Year
23.09%
16.32%
Volatility – 3 Years
18.26%
14.15%
Beta – 1 Year
1.29
0.98
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.21
0.01
Sharpe Ratio – 3 Years
0.22
0.64
Worst Rolling Year
6.59%
14.36%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−25.42%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 19% · M 1% · S 70%
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Number of Stocks
41
—
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
—
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—