Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
JM Financial - Growth and Value
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%
2.34%
6 Months
5.87%
5.38%
1 Year
2.35%
1.65%
3 Years
13.67%
13.13%
5 Years
15.58%
8.52%
Since Inception
16.64%
13.45%
Fund Age
5 yrs 6 mo
21 yrs 4 mo
AUM
₹756.71 Cr
₹79.74 Cr
Alpha – 1 Year
−0.63%
2.08%
Alpha – 3 Years
1.78%
4.56%
Information Ratio – 3 Years
0.09
0.46
Volatility – 1 Year
15.74%
14.11%
Volatility – 3 Years
14.36%
16.18%
Beta – 1 Year
0.82
0.81
Beta – 3 Years
0.84
0.93
Sharpe Ratio – 1 Year
-0.13
-0.20
Sharpe Ratio – 3 Years
0.59
0.50
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−20.69%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.28%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 70% · M 8% · S 16%
Number of Stocks
26
35
Portfolio P/E
34.08
35.19
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%
ICICI Bank Ltd · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%