Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.67%
6 Months
5.87%
6.20%
1 Year
2.35%
9.45%
3 Years
13.67%
11.74%
5 Years
15.58%
—
Since Inception
16.64%
12.77%
Fund Age
5 yrs 6 mo
3 yrs 7 mo
AUM
₹756.71 Cr
₹223.43 Cr
Alpha – 1 Year
−0.63%
9.88%
Alpha – 3 Years
1.78%
3.17%
Information Ratio – 3 Years
0.09
0.40
Volatility – 1 Year
15.74%
16.24%
Volatility – 3 Years
14.36%
16.22%
Beta – 1 Year
0.82
0.89
Beta – 3 Years
0.84
1.02
Sharpe Ratio – 1 Year
-0.13
0.30
Sharpe Ratio – 3 Years
0.59
0.44
Worst Rolling Year
13.38%
11.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−15.74%
−24.20%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
13.89%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 45% · M 31% · S 19%
Number of Stocks
26
96
Portfolio P/E
34.08
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%