Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Invesco - Challengers
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
0.11%
1.41%
6 Months
10.76%
13.18%
1 Year
8.14%
2.91%
3 Years
7.76%
14.27%
5 Years
10.03%
—
Since Inception
11.69%
11.83%
Fund Age
6 yrs 8 mo
4 yrs 11 mo
AUM
₹87.23 Cr
₹31.01 Cr
Alpha – 1 Year
8.57%
−1.81%
Alpha – 3 Years
−0.81%
2.18%
Information Ratio – 3 Years
0.02
0.24
Volatility – 1 Year
23.09%
18.67%
Volatility – 3 Years
18.26%
17.11%
Beta – 1 Year
1.29
0.97
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
0.21
-0.04
Sharpe Ratio – 3 Years
0.22
0.56
Worst Rolling Year
6.59%
12.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−25.42%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 37% · M 30% · S 33%
Number of Stocks
41
26
Portfolio P/E
25.23
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—