Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
4.17%
6 Months
5.87%
19.62%
1 Year
2.35%
12.19%
3 Years
13.67%
23.51%
5 Years
15.58%
13.96%
Since Inception
16.64%
23.13%
Fund Age
5 yrs 6 mo
6 yrs 7 mo
AUM
₹756.71 Cr
₹2,332.81 Cr
Alpha – 1 Year
−0.63%
9.21%
Alpha – 3 Years
1.78%
11.63%
Information Ratio – 3 Years
0.09
0.83
Volatility – 1 Year
15.74%
26.11%
Volatility – 3 Years
14.36%
21.82%
Beta – 1 Year
0.82
1.32
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.59
0.83
Worst Rolling Year
13.38%
12.50%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−15.74%
−24.27%
Recovery Period
475 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 14% · M 33% · S 52%
Number of Stocks
26
33
Portfolio P/E
34.08
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%