Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Invesco - Challengers
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%
1.41%
6 Months
5.87%
13.18%
1 Year
2.35%
2.91%
3 Years
13.67%
14.27%
5 Years
15.58%
—
Since Inception
16.64%
11.83%
Fund Age
5 yrs 6 mo
4 yrs 11 mo
AUM
₹756.71 Cr
₹31.01 Cr
Alpha – 1 Year
−0.63%
−1.81%
Alpha – 3 Years
1.78%
2.18%
Information Ratio – 3 Years
0.09
0.24
Volatility – 1 Year
15.74%
18.67%
Volatility – 3 Years
14.36%
17.11%
Beta – 1 Year
0.82
0.97
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
-0.13
-0.04
Sharpe Ratio – 3 Years
0.59
0.56
Worst Rolling Year
13.38%
12.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−15.74%
−24.73%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 37% · M 30% · S 33%
Number of Stocks
26
26
Portfolio P/E
34.08
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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