| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Axis Core & Satellite PMS | 8.00% | 8.14% | −1.42% | 7.76% | 10.03% | 11.69% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | 10.41% | 12.62% |
| Excess over benchmark | 13.93% | 8.57% | −1.48% | −0.81% | −0.38% | −0.93% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 15 Sep 2024 | 07 Apr 2025 | −25.42% | 204 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |