Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.35%
6 Months
5.87%
3.75%
1 Year
2.35%
−5.76%
3 Years
13.67%
3.98%
5 Years
15.58%
6.05%
Since Inception
16.64%
9.94%
Fund Age
5 yrs 6 mo
7 yrs 9 mo
AUM
₹756.71 Cr
₹45.09 Cr
Alpha – 1 Year
−0.63%
−8.74%
Alpha – 3 Years
1.78%
−7.91%
Information Ratio – 3 Years
0.09
-1.11
Volatility – 1 Year
15.74%
21.69%
Volatility – 3 Years
14.36%
18.00%
Beta – 1 Year
0.82
1.21
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
-0.13
-0.42
Sharpe Ratio – 3 Years
0.59
0.01
Worst Rolling Year
13.38%
3.08%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−15.74%
−29.01%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 35% · M 13% · S 51%
Number of Stocks
26
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%