Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Concept Investwell - Dynamic
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%
5.38%
6 Months
5.87%
7.13%
1 Year
2.35%
11.04%
3 Years
13.67%
7.66%
5 Years
15.58%
8.70%
Since Inception
16.64%
14.13%
Fund Age
5 yrs 6 mo
6 yrs 10 mo
AUM
₹756.71 Cr
₹3.45 Cr
Alpha – 1 Year
−0.63%
8.06%
Alpha – 3 Years
1.78%
−4.24%
Information Ratio – 3 Years
0.09
-0.53
Volatility – 1 Year
15.74%
15.44%
Volatility – 3 Years
14.36%
15.96%
Beta – 1 Year
0.82
0.84
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.13
0.40
Sharpe Ratio – 3 Years
0.59
0.20
Worst Rolling Year
13.38%
3.12%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−15.74%
−27.30%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
14.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 64% · M 36%
Number of Stocks
26
23
Portfolio P/E
34.08
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%