Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
0.25%
6 Months
10.76%
15.19%
1 Year
8.14%
3.21%
3 Years
7.76%
19.65%
5 Years
10.03%
—
Since Inception
11.69%
25.09%
Fund Age
6 yrs 8 mo
3 yrs 5 mo
AUM
₹87.23 Cr
₹4,148.34 Cr
Alpha – 1 Year
8.57%
0.23%
Alpha – 3 Years
−0.81%
7.77%
Information Ratio – 3 Years
0.02
0.62
Volatility – 1 Year
23.09%
21.54%
Volatility – 3 Years
18.26%
22.15%
Beta – 1 Year
1.29
1.06
Beta – 3 Years
1.11
1.15
Sharpe Ratio – 1 Year
0.21
-0.01
Sharpe Ratio – 3 Years
0.22
0.68
Worst Rolling Year
6.59%
19.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−25.42%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 26% · M 35% · S 37%
Number of Stocks
41
26
Portfolio P/E
25.23
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%