Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.22%
2.10%
6 Months
5.87%
29.13%
1 Year
2.35%
20.96%
3 Years
13.67%
17.22%
5 Years
15.58%
—
Since Inception
16.64%
23.59%
Fund Age
5 yrs 6 mo
3 yrs 7 mo
AUM
₹756.71 Cr
₹147.56 Cr
Alpha – 1 Year
−0.63%
16.24%
Alpha – 3 Years
1.78%
5.13%
Information Ratio – 3 Years
0.09
0.33
Volatility – 1 Year
15.74%
30.80%
Volatility – 3 Years
14.36%
25.65%
Beta – 1 Year
0.82
1.54
Beta – 3 Years
0.84
1.41
Sharpe Ratio – 1 Year
-0.13
0.58
Sharpe Ratio – 3 Years
0.59
0.54
Worst Rolling Year
13.38%
15.38%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−15.74%
−28.52%
Recovery Period
475 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
21.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 63% · M 11% · S 17%
Number of Stocks
26
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%