Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Bonanza Aegis
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%
7.97%
6 Months
5.87%
14.27%
1 Year
2.35%
23.41%
3 Years
13.67%
16.93%
5 Years
15.58%
—
Since Inception
16.64%
22.21%
Fund Age
5 yrs 6 mo
4 yrs 3 mo
AUM
₹756.71 Cr
₹102.02 Cr
Alpha – 1 Year
−0.63%
23.76%
Alpha – 3 Years
1.78%
7.93%
Information Ratio – 3 Years
0.09
0.60
Volatility – 1 Year
15.74%
21.94%
Volatility – 3 Years
14.36%
20.42%
Beta – 1 Year
0.82
0.82
Beta – 3 Years
0.84
0.84
Sharpe Ratio – 1 Year
-0.13
0.82
Sharpe Ratio – 3 Years
0.59
0.71
Worst Rolling Year
13.38%
16.27%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−15.74%
−27.02%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
22.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 10% · M 8% · S 74%
Number of Stocks
26
61
Portfolio P/E
34.08
51.57
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%
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%