Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
4.57%
6 Months
5.87%
15.76%
1 Year
2.35%
22.36%
3 Years
13.67%
23.83%
5 Years
15.58%
17.53%
Since Inception
16.64%
20.07%
Fund Age
5 yrs 6 mo
7 yrs 3 mo
AUM
₹756.71 Cr
₹2,271.9 Cr
Alpha – 1 Year
−0.63%
17.64%
Alpha – 3 Years
1.78%
11.75%
Information Ratio – 3 Years
0.09
1.40
Volatility – 1 Year
15.74%
21.11%
Volatility – 3 Years
14.36%
18.96%
Beta – 1 Year
0.82
1.17
Beta – 3 Years
0.84
1.12
Sharpe Ratio – 1 Year
-0.13
0.81
Sharpe Ratio – 3 Years
0.59
0.96
Worst Rolling Year
13.38%
10.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−15.74%
−19.83%
Recovery Period
475 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 30% · M 46% · S 22%
Number of Stocks
26
30
Portfolio P/E
34.08
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
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%