Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
10.76%
13.10%
1 Year
8.14%
18.11%
3 Years
7.76%
14.56%
5 Years
10.03%
8.71%
Since Inception
11.69%
13.67%
Fund Age
6 yrs 8 mo
11 yrs 2 mo
AUM
₹87.23 Cr
₹138.06 Cr
Alpha – 1 Year
8.57%
18.46%
Alpha – 3 Years
−0.81%
5.57%
Information Ratio – 3 Years
0.02
0.62
Volatility – 1 Year
23.09%
22.83%
Volatility – 3 Years
18.26%
16.72%
Beta – 1 Year
1.29
1.29
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.22
0.55
Worst Rolling Year
6.59%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−25.42%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.94%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 38% · M 14% · S 45%
Number of Stocks
41
18
Portfolio P/E
25.23
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%