Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
10.76%
31.65%
1 Year
8.14%
26.47%
3 Years
7.76%
18.72%
5 Years
10.03%
16.28%
Since Inception
11.69%
14.51%
Fund Age
6 yrs 8 mo
10 yrs 10 mo
AUM
₹87.23 Cr
₹423.36 Cr
Alpha – 1 Year
8.57%
21.75%
Alpha – 3 Years
−0.81%
6.63%
Information Ratio – 3 Years
0.02
0.36
Volatility – 1 Year
23.09%
28.25%
Volatility – 3 Years
18.26%
24.90%
Beta – 1 Year
1.29
1.32
Beta – 3 Years
1.11
1.13
Sharpe Ratio – 1 Year
0.21
0.78
Sharpe Ratio – 3 Years
0.22
0.60
Worst Rolling Year
6.59%
-5.98%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
−25.42%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
13.94%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 12% · M 6% · S 82%
Number of Stocks
41
62
Portfolio P/E
25.23
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%