Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
5.87%
2.75%
1 Year
2.35%
19.54%
3 Years
13.67%
16.88%
5 Years
15.58%
17.69%
Since Inception
16.64%
15.84%
Fund Age
5 yrs 6 mo
8 yrs
AUM
₹756.71 Cr
₹335.72 Cr
Alpha – 1 Year
−0.63%
19.89%
Alpha – 3 Years
1.78%
7.88%
Information Ratio – 3 Years
0.09
0.91
Volatility – 1 Year
15.74%
22.09%
Volatility – 3 Years
14.36%
17.60%
Beta – 1 Year
0.82
1.28
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
-0.13
0.68
Sharpe Ratio – 3 Years
0.59
0.74
Worst Rolling Year
13.38%
9.01%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−17.25%
Recovery Period
475 days
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 57% · M 6% · S 37%
Number of Stocks
26
192
Portfolio P/E
34.08
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%