Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
−0.25%
6 Months
5.87%
3.36%
1 Year
2.35%
7.71%
3 Years
13.67%
10.42%
5 Years
15.58%
9.09%
Since Inception
16.64%
10.42%
Fund Age
5 yrs 6 mo
16 yrs 11 mo
AUM
₹756.71 Cr
₹257.93 Cr
Alpha – 1 Year
−0.63%
0.40%
Alpha – 3 Years
1.78%
2.97%
Information Ratio – 3 Years
0.09
2.62
Volatility – 1 Year
15.74%
1.99%
Volatility – 3 Years
14.36%
1.94%
Beta – 1 Year
0.82
0.35
Beta – 3 Years
0.84
0.35
Sharpe Ratio – 1 Year
-0.13
1.45
Sharpe Ratio – 3 Years
0.59
3.79
Worst Rolling Year
13.38%
7.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−15.74%
—
Recovery Period
475 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
11.56%
5-Year Rolling Windows Positive
—
100.00%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
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%