Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Carnelian Capital - Contra Portfolio 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%
2.00%
6 Months
5.87%
4.51%
1 Year
2.35%
15.12%
3 Years
13.67%
22.90%
5 Years
15.58%
—
Since Inception
16.64%
24.96%
Fund Age
5 yrs 6 mo
4 yrs 7 mo
AUM
₹756.71 Cr
₹136 Cr
Alpha – 1 Year
−0.63%
10.40%
Alpha – 3 Years
1.78%
10.82%
Information Ratio – 3 Years
0.09
1.17
Volatility – 1 Year
15.74%
19.24%
Volatility – 3 Years
14.36%
20.81%
Beta – 1 Year
0.82
1.07
Beta – 3 Years
0.84
1.25
Sharpe Ratio – 1 Year
-0.13
0.55
Sharpe Ratio – 3 Years
0.59
0.85
Worst Rolling Year
13.38%
21.90%
Value at Worst Rolling Year
₹1.13 Cr
₹1.22 Cr
Deepest Drawdown
−15.74%
−25.24%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
31.91%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 53% · M 22% · S 20%
Number of Stocks
26
18
Portfolio P/E
34.08
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%