Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORCAPRO PMS vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORCAPRO PMS
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.44%
−1.22%
6 Months
2.55%
5.87%
1 Year
6.26%
2.35%
3 Years
—
13.67%
5 Years
—
15.58%
Since Inception
5.96%
16.64%
Fund Age
13 mo
5 yrs 6 mo
AUM
₹5.9 Cr
₹756.71 Cr
Alpha – 1 Year
−0.59%
−0.63%
Alpha – 3 Years
—
1.78%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
1.59%
15.74%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
0.14
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.60
-0.13
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
13.38%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−89.97%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 8% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
34.08
Top 5 Holdings
—
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
—
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)
1% / – / –
3% / 2% / 1%