Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Motilal Oswal-Founders
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%
0.25%
6 Months
5.87%
15.19%
1 Year
2.35%
3.21%
3 Years
13.67%
19.65%
5 Years
15.58%
—
Since Inception
16.64%
25.09%
Fund Age
5 yrs 6 mo
3 yrs 5 mo
AUM
₹756.71 Cr
₹4,148.34 Cr
Alpha – 1 Year
−0.63%
0.23%
Alpha – 3 Years
1.78%
7.77%
Information Ratio – 3 Years
0.09
0.62
Volatility – 1 Year
15.74%
21.54%
Volatility – 3 Years
14.36%
22.15%
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
1.15
Sharpe Ratio – 1 Year
-0.13
-0.01
Sharpe Ratio – 3 Years
0.59
0.68
Worst Rolling Year
13.38%
19.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−15.74%
−27.91%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 26% · M 35% · S 37%
Number of Stocks
26
26
Portfolio P/E
34.08
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%