Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Motilal Oswal - Value Migration
Add SchemeReturn 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%
0.78%
6 Months
5.87%
11.75%
1 Year
2.35%
−2.37%
3 Years
13.67%
17.81%
5 Years
15.58%
14.66%
Since Inception
16.64%
18.91%
Fund Age
5 yrs 6 mo
23 yrs 5 mo
AUM
₹756.71 Cr
₹3,220.2 Cr
Alpha – 1 Year
−0.63%
−5.35%
Alpha – 3 Years
1.78%
5.93%
Information Ratio – 3 Years
0.09
0.54
Volatility – 1 Year
15.74%
21.49%
Volatility – 3 Years
14.36%
20.84%
Beta – 1 Year
0.82
1.07
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
-0.13
-0.27
Sharpe Ratio – 3 Years
0.59
0.64
Worst Rolling Year
13.38%
-7.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−15.74%
−27.33%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
20.28%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 28% · M 48% · S 19%
Number of Stocks
26
27
Portfolio P/E
34.08
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%