Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.11%
2.75%
6 Months
10.76%
26.95%
1 Year
8.14%
13.12%
3 Years
7.76%
17.80%
5 Years
10.03%
15.04%
Since Inception
11.69%
22.70%
Fund Age
6 yrs 8 mo
8 yrs
AUM
₹87.23 Cr
₹357.26 Cr
Alpha – 1 Year
8.57%
10.14%
Alpha – 3 Years
−0.81%
5.90%
Information Ratio – 3 Years
0.02
0.31
Volatility – 1 Year
23.09%
32.38%
Volatility – 3 Years
18.26%
25.45%
Beta – 1 Year
1.29
1.68
Beta – 3 Years
1.11
1.37
Sharpe Ratio – 1 Year
0.21
0.36
Sharpe Ratio – 3 Years
0.22
0.56
Worst Rolling Year
6.59%
11.19%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−25.42%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 7% · M 19% · S 59%
Number of Stocks
41
42
Portfolio P/E
25.23
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%