Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Care PMS - Growth Plus Value Strategy
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%
1.27%
6 Months
5.87%
11.91%
1 Year
2.35%
10.06%
3 Years
13.67%
13.81%
5 Years
15.58%
13.88%
Since Inception
16.64%
20.20%
Fund Age
5 yrs 6 mo
15 yrs 1 mo
AUM
₹756.71 Cr
₹980.13 Cr
Alpha – 1 Year
−0.63%
5.36%
Alpha – 3 Years
1.78%
1.71%
Information Ratio – 3 Years
0.09
0.21
Volatility – 1 Year
15.74%
18.76%
Volatility – 3 Years
14.36%
19.39%
Beta – 1 Year
0.82
0.98
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
-0.13
0.32
Sharpe Ratio – 3 Years
0.59
0.49
Worst Rolling Year
13.38%
-23.74%
Value at Worst Rolling Year
₹1.13 Cr
₹0.76 Cr
Deepest Drawdown
−15.74%
−24.32%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.14%
Median Rolling Year
20.28%
24.84%
5-Year Rolling Windows Positive
—
95.08%
Market-Cap Mix
L 43% · M 8% · S 37%
L 9% · M 13% · S 73%
Number of Stocks
26
20
Portfolio P/E
34.08
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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%