Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Ksema - Alpha
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%
1.08%
6 Months
5.87%
1.74%
1 Year
2.35%
10.49%
3 Years
13.67%
12.80%
5 Years
15.58%
12.91%
Since Inception
16.64%
15.37%
Fund Age
5 yrs 6 mo
7 yrs 7 mo
AUM
₹756.71 Cr
₹15.96 Cr
Alpha – 1 Year
−0.63%
10.84%
Alpha – 3 Years
1.78%
3.80%
Information Ratio – 3 Years
0.09
0.47
Volatility – 1 Year
15.74%
19.22%
Volatility – 3 Years
14.36%
17.53%
Beta – 1 Year
0.82
1.18
Beta – 3 Years
0.84
1.15
Sharpe Ratio – 1 Year
-0.13
0.34
Sharpe Ratio – 3 Years
0.59
0.48
Worst Rolling Year
13.38%
12.46%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−15.74%
−19.38%
Recovery Period
475 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 64% · M 15% · S 21%
Number of Stocks
26
38
Portfolio P/E
34.08
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%