Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.08%
6 Months
5.87%
9.62%
1 Year
2.35%
2.22%
3 Years
13.67%
18.64%
5 Years
15.58%
16.68%
Since Inception
16.64%
18.59%
Fund Age
5 yrs 6 mo
5 yrs
AUM
₹756.71 Cr
₹159.01 Cr
Alpha – 1 Year
−0.63%
−0.76%
Alpha – 3 Years
1.78%
6.74%
Information Ratio – 3 Years
0.09
0.40
Volatility – 1 Year
15.74%
25.41%
Volatility – 3 Years
14.36%
25.71%
Beta – 1 Year
0.82
1.32
Beta – 3 Years
0.84
1.31
Sharpe Ratio – 1 Year
-0.13
-0.02
Sharpe Ratio – 3 Years
0.59
0.58
Worst Rolling Year
13.38%
17.76%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−15.74%
−32.80%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 7% · M 14% · S 74%
Number of Stocks
26
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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