Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.11%
−0.96%
6 Months
10.76%
−5.85%
1 Year
8.14%
1.08%
3 Years
7.76%
1.92%
5 Years
10.03%
1.54%
Since Inception
11.69%
4.73%
Fund Age
6 yrs 8 mo
9 yrs 11 mo
AUM
₹87.23 Cr
₹4.85 Cr
Alpha – 1 Year
8.57%
−8.50%
Alpha – 3 Years
−0.81%
−7.97%
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
9.90%
Volatility – 3 Years
18.26%
26.17%
Beta – 1 Year
1.29
—
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
-0.53
Sharpe Ratio – 3 Years
0.22
0.01
Worst Rolling Year
6.59%
2.80%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−25.42%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
—
Number of Stocks
41
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%