| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Axis Brand Equity PMS | 4.33% | 2.51% | −2.94% | 7.68% | 9.38% | 10.51% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | 10.41% | 12.97% |
| Excess over benchmark | 10.26% | 2.94% | −3.00% | −0.89% | −1.03% | −2.46% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 15 Sep 2024 | 31 Mar 2026 | −26.72% | 562 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |