Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
1.33%
6 Months
5.87%
9.10%
1 Year
2.35%
−3.87%
3 Years
13.67%
5.03%
5 Years
15.58%
11.30%
Since Inception
16.64%
15.74%
Fund Age
5 yrs 6 mo
7 yrs 5 mo
AUM
₹756.71 Cr
₹51.79 Cr
Alpha – 1 Year
−0.63%
−5.73%
Alpha – 3 Years
1.78%
−7.05%
Information Ratio – 3 Years
0.09
-0.47
Volatility – 1 Year
15.74%
25.89%
Volatility – 3 Years
14.36%
20.56%
Beta – 1 Year
0.82
1.37
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.13
-0.24
Sharpe Ratio – 3 Years
0.59
0.08
Worst Rolling Year
13.38%
5.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−15.74%
−31.48%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
24.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
M 6% · S 89%
Number of Stocks
26
35
Portfolio P/E
34.08
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%