Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
5.87%
4.68%
1 Year
2.35%
1.87%
3 Years
13.67%
11.50%
5 Years
15.58%
11.18%
Since Inception
16.64%
13.51%
Fund Age
5 yrs 6 mo
7 yrs 4 mo
AUM
₹756.71 Cr
₹149.25 Cr
Alpha – 1 Year
−0.63%
−2.85%
Alpha – 3 Years
1.78%
−0.59%
Information Ratio – 3 Years
0.09
-0.25
Volatility – 1 Year
15.74%
19.19%
Volatility – 3 Years
14.36%
15.31%
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
0.92
Sharpe Ratio – 1 Year
-0.13
-0.09
Sharpe Ratio – 3 Years
0.59
0.39
Worst Rolling Year
13.38%
9.38%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−17.52%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
17.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 61% · M 17% · S 18%
Number of Stocks
26
15
Portfolio P/E
34.08
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%