Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
4.22%
6 Months
5.87%
14.78%
1 Year
2.35%
3.60%
3 Years
13.67%
26.42%
5 Years
15.58%
15.65%
Since Inception
16.64%
19.18%
Fund Age
5 yrs 6 mo
5 yrs 5 mo
AUM
₹756.71 Cr
₹730.87 Cr
Alpha – 1 Year
−0.63%
0.62%
Alpha – 3 Years
1.78%
14.53%
Information Ratio – 3 Years
0.09
0.84
Volatility – 1 Year
15.74%
21.03%
Volatility – 3 Years
14.36%
18.57%
Beta – 1 Year
0.82
0.98
Beta – 3 Years
0.84
0.72
Sharpe Ratio – 1 Year
-0.13
0.01
Sharpe Ratio – 3 Years
0.59
1.08
Worst Rolling Year
13.38%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−15.74%
−22.15%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 11% · M 7% · S 82%
Number of Stocks
26
17
Portfolio P/E
34.08
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%