Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
5.87%
32.15%
1 Year
2.35%
16.77%
3 Years
13.67%
19.00%
5 Years
15.58%
20.10%
Since Inception
16.64%
27.01%
Fund Age
5 yrs 6 mo
6 yrs 10 mo
AUM
₹756.71 Cr
₹247.64 Cr
Alpha – 1 Year
−0.63%
13.79%
Alpha – 3 Years
1.78%
7.10%
Information Ratio – 3 Years
0.09
0.30
Volatility – 1 Year
15.74%
39.13%
Volatility – 3 Years
14.36%
29.47%
Beta – 1 Year
0.82
1.87
Beta – 3 Years
0.84
1.36
Sharpe Ratio – 1 Year
-0.13
0.42
Sharpe Ratio – 3 Years
0.59
0.55
Worst Rolling Year
13.38%
15.03%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−15.74%
−35.86%
Recovery Period
475 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
S 80%
Number of Stocks
26
42
Portfolio P/E
34.08
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%