The portfolio seeks to buy businesses with strong brands that provide:
• Sustainable Competitive Advantage
• Capable Management Team
• Good Corporate Governance.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-3.92% | 0.57 | 15.56% | 61.54% |
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Axis AMC Brand Equity | 0.10% | -4.00% | 8.70% | -11.82% | 7.47% | 11.68% | 16.02% | - | 10.84% |
Nifty 50 TRI | 0.77% | -3.20% | 5.53% | -3.45% | 13.31% | 14.22% | 18.38% | - | 14.30% |
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Axis AMC Brand Equity | Multi Cap | Jinesh Gopani | 27 January 2017 | 8Y 8M | 1016 | Nifty 50 TRI | 10.84% | 39 | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 6.77% | -15.78% | 61.54% | -9.01% | 1.10 | 15.56% | -0.99 | -2.11% | -0.26 | 52.88 % |
Nifty 500 | 6.79% | -14.2% | -7.41% | 0.98 | -3.06% | -0.43 | 48.08 % | |||
Nifty Midcap 100 | 2.36% | -10.04% | -7.68% | 0.78 | -5.52% | -0.52 | 43.27 % | |||
Nifty Smallcap 100 | 4.57% | -8.49% | -3.92% | 0.57 | -1.91% | -0.13 | 48.08 % |
Holding | % |
---|
Holding | % |
---|---|
Finance | 33.00 |
Capital Goods, Engineering & Construction | 20.31 |
Consumer | 11.45 |
Autos & Logistics | 11.00 |
Telecom | 5.01 |
Allocations | % |
---|---|
Large Cap | 35.00 |
Mid Cap | 12.80 |
Small Cap | 49.40 |
Cash | 2.90 |
#Returns as of 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
By PMS AIF WORLD • Over 30,000 Subscribers
Stay informed about our exclusive analysis, reports, webinars and valuable insights.
This will close in 0 seconds
This will close in 0 seconds