Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Edelweiss Focused Mid & Small Cap Portfolio Series II
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Edelweiss Focused Mid & Small Cap Portfolio Series II
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%
3.29%
6 Months
5.87%
24.50%
1 Year
2.35%
16.08%
3 Years
13.67%
8.83%
5 Years
15.58%
7.88%
Since Inception
16.64%
9.93%
Fund Age
5 yrs 6 mo
8 yrs 7 mo
AUM
₹756.71 Cr
₹6.19 Cr
Alpha – 1 Year
−0.63%
16.43%
Alpha – 3 Years
1.78%
−0.16%
Information Ratio – 3 Years
0.09
0.06
Volatility – 1 Year
15.74%
23.83%
Volatility – 3 Years
14.36%
20.97%
Beta – 1 Year
0.82
1.19
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.13
0.51
Sharpe Ratio – 3 Years
0.59
0.26
Worst Rolling Year
13.38%
-1.14%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−15.74%
−28.92%
Recovery Period
475 days
458 days
1-Year Rolling Windows Positive
100.00%
98.16%
Median Rolling Year
20.28%
14.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 9% · M 13% · S 77%
Number of Stocks
26
33
Portfolio P/E
34.08
33.49
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%
Kirloskar Oil Engines Ltd · 4.82%
Aster DM Quality Care Ltd · 4.58%
Fedbank Financial Services Ltd · 4.23%
JM Financial Ltd · 4.15%
Kalyan Jewellers India Ltd · 4.09%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 21.34%
Consumer Services · 17.81%
Capital Goods · 15.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%