Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
10.76%
11.98%
1 Year
8.14%
18.12%
3 Years
7.76%
18.24%
5 Years
10.03%
—
Since Inception
11.69%
20.21%
Fund Age
6 yrs 8 mo
4 yrs 8 mo
AUM
₹87.23 Cr
₹424.87 Cr
Alpha – 1 Year
8.57%
13.40%
Alpha – 3 Years
−0.81%
6.15%
Information Ratio – 3 Years
0.02
0.85
Volatility – 1 Year
23.09%
22.44%
Volatility – 3 Years
18.26%
19.69%
Beta – 1 Year
1.29
1.22
Beta – 3 Years
1.11
1.10
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.22
0.80
Worst Rolling Year
6.59%
18.24%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−25.42%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
M 1% · S 89%
Number of Stocks
41
30
Portfolio P/E
25.23
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%