Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
5.87%
0.32%
1 Year
2.35%
1.03%
3 Years
13.67%
14.82%
5 Years
15.58%
11.82%
Since Inception
16.64%
13.07%
Fund Age
5 yrs 6 mo
5 yrs 2 mo
AUM
₹756.71 Cr
₹56.08 Cr
Alpha – 1 Year
−0.63%
−1.95%
Alpha – 3 Years
1.78%
2.94%
Information Ratio – 3 Years
0.09
0.18
Volatility – 1 Year
15.74%
13.89%
Volatility – 3 Years
14.36%
18.35%
Beta – 1 Year
0.82
0.75
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
-0.13
-0.25
Sharpe Ratio – 3 Years
0.59
0.55
Worst Rolling Year
13.38%
12.65%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−15.74%
−26.40%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 38% · M 29% · S 24%
Number of Stocks
26
37
Portfolio P/E
34.08
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%