Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Motilal Oswal - Ethical
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%
1.53%
6 Months
5.87%
18.13%
1 Year
2.35%
13.15%
3 Years
13.67%
14.12%
5 Years
15.58%
11.96%
Since Inception
16.64%
13.25%
Fund Age
5 yrs 6 mo
5 yrs 1 mo
AUM
₹756.71 Cr
₹77.09 Cr
Alpha – 1 Year
−0.63%
10.17%
Alpha – 3 Years
1.78%
2.24%
Information Ratio – 3 Years
0.09
0.36
Volatility – 1 Year
15.74%
23.76%
Volatility – 3 Years
14.36%
19.81%
Beta – 1 Year
0.82
1.23
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
-0.13
0.40
Sharpe Ratio – 3 Years
0.59
0.50
Worst Rolling Year
13.38%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−15.74%
−27.15%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 28% · M 28% · S 44%
Number of Stocks
26
20
Portfolio P/E
34.08
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%