Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
First Global - Indian Multi Asset Allocation
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%
1.49%
6 Months
5.87%
−0.27%
1 Year
2.35%
7.71%
3 Years
13.67%
8.88%
5 Years
15.58%
8.76%
Since Inception
16.64%
13.52%
Fund Age
5 yrs 6 mo
6 yrs 6 mo
AUM
₹756.71 Cr
₹23.87 Cr
Alpha – 1 Year
−0.63%
0.17%
Alpha – 3 Years
1.78%
−2.38%
Information Ratio – 3 Years
0.09
-0.16
Volatility – 1 Year
15.74%
13.29%
Volatility – 3 Years
14.36%
12.09%
Beta – 1 Year
0.82
1.31
Beta – 3 Years
0.84
1.39
Sharpe Ratio – 1 Year
-0.13
0.23
Sharpe Ratio – 3 Years
0.59
0.33
Worst Rolling Year
13.38%
8.03%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−15.74%
−16.96%
Recovery Period
475 days
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
—
Number of Stocks
26
66
Portfolio P/E
34.08
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%