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) |
---|---|---|---|
-0.47% | 0.70 | 18.00% | 62% |
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 | -3.33% | -1.49% | 14.25% | -10.88% | 7.90% | 10.96% | 16.12% | - | 10.93% |
Nifty 50 TRI | -1.21% | -0.71% | 11.33% | -2.01% | 14% | 12.49% | 17.91% | - | 14.34% |
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 | 1052 | Nifty 50 TRI | 10.93% | 38 | 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 | 9.68% | -21.11% | 62% | -11.43% | 1.21 | 18.00% | -0.41 | -2.54% | -0.31 | 53.00 % |
Nifty 500 | 10.23% | -18.92% | -8.69% | 1.11 | -3.22% | -0.46 | 49.00 % | |||
Nifty Midcap 100 | 5.14% | -15.32% | -10.18% | 0.90 | -5.49% | -0.52 | 43.00 % | |||
Nifty Smallcap 100 | 10.83% | -11.3% | -0.47% | 0.70 | -1.37% | -0.09 | 48.00 % |
Holding | % |
---|
Holding | % |
---|---|
Finance | 33.00 |
Capital Goods, Engineering & Construction | 20.31 |
Consumer | 11.45 |
Autos & Logistics | 11.00 |
Telecom | 5.01 |
Allocations | % |
---|---|
Large Cap | 34.80 |
Mid Cap | 11.20 |
Small Cap | 49.30 |
Cash | 4.70 |
#Returns as of 31 Aug 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 Apr 25.
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