Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Nippon - Emerging India - EIP
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%
2.63%
6 Months
10.76%
13.11%
1 Year
8.14%
15.44%
3 Years
7.76%
15.82%
5 Years
10.03%
15.29%
Since Inception
11.69%
15.37%
Fund Age
6 yrs 8 mo
9 yrs 4 mo
AUM
₹87.23 Cr
₹32.48 Cr
Alpha – 1 Year
8.57%
10.72%
Alpha – 3 Years
−0.81%
3.73%
Information Ratio – 3 Years
0.02
0.69
Volatility – 1 Year
23.09%
17.99%
Volatility – 3 Years
18.26%
17.45%
Beta – 1 Year
1.29
0.99
Beta – 3 Years
1.11
1.02
Sharpe Ratio – 1 Year
0.21
0.59
Sharpe Ratio – 3 Years
0.22
0.71
Worst Rolling Year
6.59%
-6.27%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−25.42%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
13.94%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 8% · M 22% · S 44%
Number of Stocks
41
30
Portfolio P/E
25.23
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%