Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
4.05%
6 Months
5.87%
6.73%
1 Year
2.35%
−2.26%
3 Years
13.67%
32.06%
5 Years
15.58%
—
Since Inception
16.64%
37.04%
Fund Age
5 yrs 6 mo
3 yrs
AUM
₹756.71 Cr
₹174.65 Cr
Alpha – 1 Year
−0.63%
−5.24%
Alpha – 3 Years
1.78%
20.17%
Information Ratio – 3 Years
0.09
0.81
Volatility – 1 Year
15.74%
26.32%
Volatility – 3 Years
14.36%
22.60%
Beta – 1 Year
0.82
1.14
Beta – 3 Years
0.84
0.69
Sharpe Ratio – 1 Year
-0.13
-0.17
Sharpe Ratio – 3 Years
0.59
1.11
Worst Rolling Year
13.38%
32.07%
Value at Worst Rolling Year
₹1.13 Cr
₹1.32 Cr
Deepest Drawdown
−15.74%
−30.55%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
—
Number of Stocks
26
—
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%
—
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%
2% / 1% / 0%