Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
1.61%
6 Months
5.87%
4.03%
1 Year
2.35%
4.49%
3 Years
13.67%
14.35%
5 Years
15.58%
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Since Inception
16.64%
16.62%
Fund Age
5 yrs 6 mo
4 yrs
AUM
₹756.71 Cr
₹303 Cr
Alpha – 1 Year
−0.63%
4.92%
Alpha – 3 Years
1.78%
5.78%
Information Ratio – 3 Years
0.09
1.15
Volatility – 1 Year
15.74%
16.32%
Volatility – 3 Years
14.36%
14.15%
Beta – 1 Year
0.82
0.98
Beta – 3 Years
0.84
0.97
Sharpe Ratio – 1 Year
-0.13
0.01
Sharpe Ratio – 3 Years
0.59
0.64
Worst Rolling Year
13.38%
14.36%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−15.74%
−16.17%
Recovery Period
475 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
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Number of Stocks
26
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Portfolio P/E
34.08
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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%
—
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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