Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.32%
6 Months
10.76%
3.83%
1 Year
8.14%
9.77%
3 Years
7.76%
13.19%
5 Years
10.03%
12.01%
Since Inception
11.69%
14.38%
Fund Age
6 yrs 8 mo
6 yrs 8 mo
AUM
₹87.23 Cr
₹42.66 Cr
Alpha – 1 Year
8.57%
3.80%
Alpha – 3 Years
−0.81%
2.30%
Information Ratio – 3 Years
0.02
0.23
Volatility – 1 Year
23.09%
15.84%
Volatility – 3 Years
18.26%
12.64%
Beta – 1 Year
1.29
1.56
Beta – 3 Years
1.11
1.48
Sharpe Ratio – 1 Year
0.21
0.32
Sharpe Ratio – 3 Years
0.22
0.70
Worst Rolling Year
6.59%
9.09%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−25.42%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 37% · M 21% · S 27%
Number of Stocks
41
16
Portfolio P/E
25.23
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%