Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
CREDENT AIM MULTI CAP STRATEGY
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%
1.48%
6 Months
5.87%
11.85%
1 Year
2.35%
11.16%
3 Years
13.67%
13.35%
5 Years
15.58%
—
Since Inception
16.64%
21.99%
Fund Age
5 yrs 6 mo
3 yrs 5 mo
AUM
₹756.71 Cr
₹41.04 Cr
Alpha – 1 Year
−0.63%
6.44%
Alpha – 3 Years
1.78%
1.26%
Information Ratio – 3 Years
0.09
0.11
Volatility – 1 Year
15.74%
21.97%
Volatility – 3 Years
14.36%
19.58%
Beta – 1 Year
0.82
1.20
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
-0.13
0.35
Sharpe Ratio – 3 Years
0.59
0.47
Worst Rolling Year
13.38%
13.36%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−15.74%
−23.16%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
16.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
—
Number of Stocks
26
—
Portfolio P/E
34.08
—
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
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%