Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Stallion Asset - Core Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.93%
6 Months
10.76%
25.32%
1 Year
8.14%
18.21%
3 Years
7.76%
32.70%
5 Years
10.03%
23.63%
Since Inception
11.69%
28.38%
Fund Age
6 yrs 8 mo
7 yrs 10 mo
AUM
₹87.23 Cr
₹8,686.39 Cr
Alpha – 1 Year
8.57%
13.49%
Alpha – 3 Years
−0.81%
20.61%
Information Ratio – 3 Years
0.02
1.92
Volatility – 1 Year
23.09%
22.97%
Volatility – 3 Years
18.26%
19.40%
Beta – 1 Year
1.29
1.12
Beta – 3 Years
1.11
0.98
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.22
1.30
Worst Rolling Year
6.59%
17.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.17 Cr
Deepest Drawdown
−25.42%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 37% · M 30% · S 25%
Number of Stocks
41
43
Portfolio P/E
25.23
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%