Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Right Horizons - Perennial
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%
−0.19%
6 Months
10.76%
11.46%
1 Year
8.14%
8.21%
3 Years
7.76%
12.09%
5 Years
10.03%
11.81%
Since Inception
11.69%
13.34%
Fund Age
6 yrs 8 mo
5 yrs 3 mo
AUM
₹87.23 Cr
₹34.29 Cr
Alpha – 1 Year
8.57%
5.23%
Alpha – 3 Years
−0.81%
0.21%
Information Ratio – 3 Years
0.02
0.17
Volatility – 1 Year
23.09%
24.84%
Volatility – 3 Years
18.26%
21.42%
Beta – 1 Year
1.29
1.25
Beta – 3 Years
1.11
1.08
Sharpe Ratio – 1 Year
0.21
0.21
Sharpe Ratio – 3 Years
0.22
0.49
Worst Rolling Year
6.59%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−25.42%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 5% · M 7% · S 69%
Number of Stocks
41
37
Portfolio P/E
25.23
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%