Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Ayan-PriceBridge Direct MF
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
1.86%
6 Months
5.87%
3.14%
1 Year
2.35%
14.41%
3 Years
13.67%
16.50%
5 Years
15.58%
—
Since Inception
16.64%
17.99%
Fund Age
5 yrs 6 mo
3 yrs 2 mo
AUM
₹756.71 Cr
₹19.19 Cr
Alpha – 1 Year
−0.63%
14.84%
Alpha – 3 Years
1.78%
7.93%
Information Ratio – 3 Years
0.09
1.26
Volatility – 1 Year
15.74%
16.65%
Volatility – 3 Years
14.36%
14.41%
Beta – 1 Year
0.82
0.95
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
-0.13
0.57
Sharpe Ratio – 3 Years
0.59
0.78
Worst Rolling Year
13.38%
16.17%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−15.74%
−18.49%
Recovery Period
475 days
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
17.49%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 52% · M 24% · S 17%
Number of Stocks
26
48
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%