Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Invesco - Rise
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
5.01%
6 Months
5.87%
8.17%
1 Year
2.35%
19.57%
3 Years
13.67%
18.20%
5 Years
15.58%
15.63%
Since Inception
16.64%
14.42%
Fund Age
5 yrs 6 mo
10 yrs 4 mo
AUM
₹756.71 Cr
₹337.5 Cr
Alpha – 1 Year
−0.63%
14.85%
Alpha – 3 Years
1.78%
6.11%
Information Ratio – 3 Years
0.09
0.93
Volatility – 1 Year
15.74%
14.72%
Volatility – 3 Years
14.36%
15.36%
Beta – 1 Year
0.82
0.78
Beta – 3 Years
0.84
0.92
Sharpe Ratio – 1 Year
-0.13
0.93
Sharpe Ratio – 3 Years
0.59
0.83
Worst Rolling Year
13.38%
-10.21%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−15.74%
−21.92%
Recovery Period
475 days
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
20.28%
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 49% · M 27% · S 21%
Number of Stocks
26
23
Portfolio P/E
34.08
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—