Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.53%
6 Months
5.87%
5.22%
1 Year
2.35%
8.94%
3 Years
13.67%
10.33%
5 Years
15.58%
10.77%
Since Inception
16.64%
10.49%
Fund Age
5 yrs 6 mo
9 yrs 9 mo
AUM
₹756.71 Cr
₹67.62 Cr
Alpha – 1 Year
−0.63%
−0.44%
Alpha – 3 Years
1.78%
0.76%
Information Ratio – 3 Years
0.09
0.44
Volatility – 1 Year
15.74%
2.31%
Volatility – 3 Years
14.36%
1.38%
Beta – 1 Year
0.82
0.41
Beta – 3 Years
0.84
0.46
Sharpe Ratio – 1 Year
-0.13
1.46
Sharpe Ratio – 3 Years
0.59
3.36
Worst Rolling Year
13.38%
9.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−15.74%
—
Recovery Period
475 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
—
Number of Stocks
26
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%