Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Ckredence-Business Cycle Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
2.97%
6 Months
5.87%
18.69%
1 Year
2.35%
17.43%
3 Years
13.67%
—
5 Years
15.58%
—
Since Inception
16.64%
17.76%
Fund Age
5 yrs 6 mo
2 yrs 9 mo
AUM
₹756.71 Cr
₹197.55 Cr
Alpha – 1 Year
−0.63%
17.78%
Alpha – 3 Years
1.78%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
20.32%
Volatility – 3 Years
14.36%
—
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.63
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−15.36%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.28%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 18% · M 24% · S 51%
Number of Stocks
26
35
Portfolio P/E
34.08
35.70
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%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%