Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.27%
6 Months
5.87%
6.66%
1 Year
2.35%
7.95%
3 Years
13.67%
14.01%
5 Years
15.58%
12.40%
Since Inception
16.64%
16.07%
Fund Age
5 yrs 6 mo
12 yrs 5 mo
AUM
₹756.71 Cr
₹27.98 Cr
Alpha – 1 Year
−0.63%
3.23%
Alpha – 3 Years
1.78%
1.92%
Information Ratio – 3 Years
0.09
0.55
Volatility – 1 Year
15.74%
16.42%
Volatility – 3 Years
14.36%
14.36%
Beta – 1 Year
0.82
0.92
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.13
0.15
Sharpe Ratio – 3 Years
0.59
0.63
Worst Rolling Year
13.38%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−15.74%
−17.36%
Recovery Period
475 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
20.28%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 25% · M 6% · S 37%
Number of Stocks
26
30
Portfolio P/E
34.08
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%