Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Bonanza - Value
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%
6.51%
6 Months
5.87%
14.93%
1 Year
2.35%
16.79%
3 Years
13.67%
13.85%
5 Years
15.58%
12.48%
Since Inception
16.64%
18.86%
Fund Age
5 yrs 6 mo
14 yrs 11 mo
AUM
₹756.71 Cr
₹32.99 Cr
Alpha – 1 Year
−0.63%
17.14%
Alpha – 3 Years
1.78%
4.85%
Information Ratio – 3 Years
0.09
0.41
Volatility – 1 Year
15.74%
17.36%
Volatility – 3 Years
14.36%
20.03%
Beta – 1 Year
0.82
0.65
Beta – 3 Years
0.84
0.84
Sharpe Ratio – 1 Year
-0.13
0.67
Sharpe Ratio – 3 Years
0.59
0.57
Worst Rolling Year
13.38%
-8.60%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−15.74%
−30.57%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.13%
Median Rolling Year
20.28%
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 22% · M 16% · S 61%
Number of Stocks
26
69
Portfolio P/E
34.08
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%