Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Helios - India Rising PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.02%
6 Months
5.87%
5.63%
1 Year
2.35%
4.60%
3 Years
13.67%
14.51%
5 Years
15.58%
12.90%
Since Inception
16.64%
19.56%
Fund Age
5 yrs 6 mo
6 yrs 4 mo
AUM
₹756.71 Cr
₹1,566.43 Cr
Alpha – 1 Year
−0.63%
1.62%
Alpha – 3 Years
1.78%
2.62%
Information Ratio – 3 Years
0.09
0.58
Volatility – 1 Year
15.74%
21.65%
Volatility – 3 Years
14.36%
16.64%
Beta – 1 Year
0.82
1.18
Beta – 3 Years
0.84
1.02
Sharpe Ratio – 1 Year
-0.13
0.06
Sharpe Ratio – 3 Years
0.59
0.58
Worst Rolling Year
13.38%
12.32%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−15.74%
−20.60%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 41% · M 24% · S 29%
Number of Stocks
26
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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%