Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
−0.27%
6 Months
5.87%
3.15%
1 Year
2.35%
1.21%
3 Years
13.67%
7.56%
5 Years
15.58%
7.07%
Since Inception
16.64%
8.52%
Fund Age
5 yrs 6 mo
9 yrs 8 mo
AUM
₹756.71 Cr
₹13.66 Cr
Alpha – 1 Year
−0.63%
−5.64%
Alpha – 3 Years
1.78%
−3.47%
Information Ratio – 3 Years
0.09
-0.30
Volatility – 1 Year
15.74%
12.30%
Volatility – 3 Years
14.36%
8.49%
Beta – 1 Year
0.82
1.19
Beta – 3 Years
0.84
0.90
Sharpe Ratio – 1 Year
-0.13
-0.24
Sharpe Ratio – 3 Years
0.59
0.19
Worst Rolling Year
13.38%
1.86%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−15.74%
−11.36%
Recovery Period
475 days
126 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
9.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 26% · M 7% · S 35%
Number of Stocks
26
30
Portfolio P/E
34.08
27.21
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%
AXIS Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 2% / 0%