Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
NBC - Seeking Alpha
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%
3.51%
6 Months
5.87%
12.65%
1 Year
2.35%
22.80%
3 Years
13.67%
18.05%
5 Years
15.58%
41.98%
Since Inception
16.64%
7.54%
Fund Age
5 yrs 6 mo
9 yrs 2 mo
AUM
₹756.71 Cr
₹9.17 Cr
Alpha – 1 Year
−0.63%
24.84%
Alpha – 3 Years
1.78%
11.40%
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
21.50%
Volatility – 3 Years
14.36%
17.94%
Beta – 1 Year
0.82
—
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.82
Sharpe Ratio – 3 Years
0.59
0.76
Worst Rolling Year
13.38%
-34.33%
Value at Worst Rolling Year
₹1.13 Cr
₹0.66 Cr
Deepest Drawdown
−15.74%
−18.33%
Recovery Period
475 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
20.28%
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 43% · M 8% · S 37%
L 13% · M 14% · S 73%
Number of Stocks
26
18
Portfolio P/E
34.08
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%