Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
−1.22%
6 Months
−2.07%
5.87%
1 Year
−0.17%
2.35%
3 Years
9.32%
13.67%
5 Years
7.90%
15.58%
Since Inception
11.39%
16.64%
Fund Age
7 yrs 6 mo
5 yrs 6 mo
AUM
₹2.61 Cr
₹756.71 Cr
Alpha – 1 Year
0.18%
−0.63%
Alpha – 3 Years
0.32%
1.78%
Information Ratio – 3 Years
0.24
0.09
Volatility – 1 Year
16.91%
15.74%
Volatility – 3 Years
14.31%
14.36%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
1.01
0.84
Sharpe Ratio – 1 Year
-0.24
-0.13
Sharpe Ratio – 3 Years
0.31
0.59
Worst Rolling Year
7.30%
13.38%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−17.23%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 90% · M 2% · S 8%
L 43% · M 8% · S 37%
Number of Stocks
26
26
Portfolio P/E
24.76
34.08
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Cash & Cash Equivalent · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%