Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
5.87%
7.54%
1 Year
2.35%
8.20%
3 Years
13.67%
—
5 Years
15.58%
—
Since Inception
16.64%
2.83%
Fund Age
5 yrs 6 mo
14 mo
AUM
₹756.71 Cr
₹18.5 Cr
Alpha – 1 Year
−0.63%
3.48%
Alpha – 3 Years
1.78%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
18.53%
Volatility – 3 Years
14.36%
—
Beta – 1 Year
0.82
1.05
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.23
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−14.67%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.28%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 43% · M 8% · S 37%
L 47% · M 18% · S 29%
Number of Stocks
26
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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