Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.94%
6 Months
10.76%
11.49%
1 Year
8.14%
3.89%
3 Years
7.76%
8.19%
5 Years
10.03%
11.02%
Since Inception
11.69%
10.97%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹87.23 Cr
₹360.51 Cr
Alpha – 1 Year
8.57%
0.91%
Alpha – 3 Years
−0.81%
−3.69%
Information Ratio – 3 Years
0.02
-0.18
Volatility – 1 Year
23.09%
23.04%
Volatility – 3 Years
18.26%
19.34%
Beta – 1 Year
1.29
1.26
Beta – 3 Years
1.11
1.17
Sharpe Ratio – 1 Year
0.21
0.04
Sharpe Ratio – 3 Years
0.22
0.30
Worst Rolling Year
6.59%
-8.10%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−25.42%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
13.94%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 38% · M 28% · S 33%
Number of Stocks
41
29
Portfolio P/E
25.23
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%