Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
10.76%
32.15%
1 Year
8.14%
16.77%
3 Years
7.76%
19.00%
5 Years
10.03%
20.10%
Since Inception
11.69%
27.01%
Fund Age
6 yrs 8 mo
6 yrs 10 mo
AUM
₹87.23 Cr
₹247.64 Cr
Alpha – 1 Year
8.57%
13.79%
Alpha – 3 Years
−0.81%
7.10%
Information Ratio – 3 Years
0.02
0.30
Volatility – 1 Year
23.09%
39.13%
Volatility – 3 Years
18.26%
29.47%
Beta – 1 Year
1.29
1.87
Beta – 3 Years
1.11
1.36
Sharpe Ratio – 1 Year
0.21
0.42
Sharpe Ratio – 3 Years
0.22
0.55
Worst Rolling Year
6.59%
15.03%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−25.42%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
S 80%
Number of Stocks
41
42
Portfolio P/E
25.23
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%