Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
InCred Capital - Multicap 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%
6.10%
6 Months
5.87%
8.11%
1 Year
2.35%
−2.73%
3 Years
13.67%
11.42%
5 Years
15.58%
12.09%
Since Inception
16.64%
13.75%
Fund Age
5 yrs 6 mo
5 yrs 5 mo
AUM
₹756.71 Cr
₹205.48 Cr
Alpha – 1 Year
−0.63%
−5.71%
Alpha – 3 Years
1.78%
−0.47%
Information Ratio – 3 Years
0.09
-0.07
Volatility – 1 Year
15.74%
23.93%
Volatility – 3 Years
14.36%
22.69%
Beta – 1 Year
0.82
1.24
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.13
-0.23
Sharpe Ratio – 3 Years
0.59
0.35
Worst Rolling Year
13.38%
11.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−15.74%
−29.75%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 28% · M 36% · S 34%
Number of Stocks
26
29
Portfolio P/E
34.08
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%