Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.74%
6 Months
5.87%
1.17%
1 Year
2.35%
15.87%
3 Years
13.67%
19.02%
5 Years
15.58%
—
Since Inception
16.64%
16.58%
Fund Age
5 yrs 6 mo
4 yrs 5 mo
AUM
₹756.71 Cr
₹72.15 Cr
Alpha – 1 Year
−0.63%
8.33%
Alpha – 3 Years
1.78%
7.76%
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
18.13%
Volatility – 3 Years
14.36%
18.07%
Beta – 1 Year
0.82
1.41
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.61
Sharpe Ratio – 3 Years
0.59
0.77
Worst Rolling Year
13.38%
15.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−15.74%
−22.14%
Recovery Period
475 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
21.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
—
Number of Stocks
26
—
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%
—
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%