Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
5.87%
9.66%
1 Year
2.35%
−3.09%
3 Years
13.67%
6.08%
5 Years
15.58%
7.39%
Since Inception
16.64%
14.00%
Fund Age
5 yrs 6 mo
10 yrs 8 mo
AUM
₹756.71 Cr
₹23.99 Cr
Alpha – 1 Year
−0.63%
−7.81%
Alpha – 3 Years
1.78%
−6.01%
Information Ratio – 3 Years
0.09
-0.36
Volatility – 1 Year
15.74%
26.88%
Volatility – 3 Years
14.36%
21.87%
Beta – 1 Year
0.82
1.39
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.13
-0.19
Sharpe Ratio – 3 Years
0.59
0.19
Worst Rolling Year
13.38%
-6.71%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−15.74%
−35.14%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
20.28%
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 2% · M 15% · S 82%
Number of Stocks
26
25
Portfolio P/E
34.08
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%