Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
BugleRock -Special Situations Portfolio
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%
3.43%
6 Months
5.87%
12.26%
1 Year
2.35%
9.01%
3 Years
13.67%
15.14%
5 Years
15.58%
—
Since Inception
16.64%
25.86%
Fund Age
5 yrs 6 mo
4 yrs
AUM
₹756.71 Cr
₹78.11 Cr
Alpha – 1 Year
−0.63%
4.29%
Alpha – 3 Years
1.78%
3.05%
Information Ratio – 3 Years
0.09
0.50
Volatility – 1 Year
15.74%
23.53%
Volatility – 3 Years
14.36%
19.64%
Beta – 1 Year
0.82
1.22
Beta – 3 Years
0.84
1.04
Sharpe Ratio – 1 Year
-0.13
0.25
Sharpe Ratio – 3 Years
0.59
0.67
Worst Rolling Year
13.38%
15.15%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−15.74%
−22.93%
Recovery Period
475 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
23.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
M 3% · S 85%
Number of Stocks
26
20
Portfolio P/E
34.08
18.26
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 · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%