Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.22%
2.75%
6 Months
5.87%
26.95%
1 Year
2.35%
13.12%
3 Years
13.67%
17.80%
5 Years
15.58%
15.04%
Since Inception
16.64%
22.70%
Fund Age
5 yrs 6 mo
8 yrs
AUM
₹756.71 Cr
₹357.26 Cr
Alpha – 1 Year
−0.63%
10.14%
Alpha – 3 Years
1.78%
5.90%
Information Ratio – 3 Years
0.09
0.31
Volatility – 1 Year
15.74%
32.38%
Volatility – 3 Years
14.36%
25.45%
Beta – 1 Year
0.82
1.68
Beta – 3 Years
0.84
1.37
Sharpe Ratio – 1 Year
-0.13
0.36
Sharpe Ratio – 3 Years
0.59
0.56
Worst Rolling Year
13.38%
11.19%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−15.74%
−26.50%
Recovery Period
475 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 7% · M 19% · S 59%
Number of Stocks
26
42
Portfolio P/E
34.08
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%