Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
−1.22%
6 Months
10.76%
5.87%
1 Year
8.14%
2.35%
3 Years
7.76%
13.67%
5 Years
10.03%
15.58%
Since Inception
11.69%
16.64%
Fund Age
6 yrs 8 mo
5 yrs 6 mo
AUM
₹87.23 Cr
₹756.71 Cr
Alpha – 1 Year
8.57%
−0.63%
Alpha – 3 Years
−0.81%
1.78%
Information Ratio – 3 Years
0.02
0.09
Volatility – 1 Year
23.09%
15.74%
Volatility – 3 Years
18.26%
14.36%
Beta – 1 Year
1.29
0.82
Beta – 3 Years
1.11
0.84
Sharpe Ratio – 1 Year
0.21
-0.13
Sharpe Ratio – 3 Years
0.22
0.59
Worst Rolling Year
6.59%
13.38%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−25.42%
−15.74%
Recovery Period
Not yet recovered
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
20.28%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 19% · M 1% · S 70%
L 43% · M 8% · S 37%
Number of Stocks
41
26
Portfolio P/E
25.23
34.08
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%