Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
−5.12%
6 Months
5.87%
10.94%
1 Year
2.35%
14.16%
3 Years
13.67%
7.74%
5 Years
15.58%
3.22%
Since Inception
16.64%
10.15%
Fund Age
5 yrs 6 mo
7 yrs 2 mo
AUM
₹756.71 Cr
₹34.95 Cr
Alpha – 1 Year
−0.63%
14.51%
Alpha – 3 Years
1.78%
−1.26%
Information Ratio – 3 Years
0.09
-0.10
Volatility – 1 Year
15.74%
25.75%
Volatility – 3 Years
14.36%
17.58%
Beta – 1 Year
0.82
1.43
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
-0.13
0.43
Sharpe Ratio – 3 Years
0.59
0.21
Worst Rolling Year
13.38%
-2.37%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−15.74%
−19.75%
Recovery Period
475 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
20.28%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 41% · M 32% · S 26%
Number of Stocks
26
19
Portfolio P/E
34.08
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%