Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Nippon - Indian Economic Transformation - ETP
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%
3.08%
6 Months
5.87%
9.19%
1 Year
2.35%
9.02%
3 Years
13.67%
14.71%
5 Years
15.58%
10.31%
Since Inception
16.64%
14.95%
Fund Age
5 yrs 6 mo
7 yrs 10 mo
AUM
₹756.71 Cr
₹42.73 Cr
Alpha – 1 Year
−0.63%
4.30%
Alpha – 3 Years
1.78%
2.62%
Information Ratio – 3 Years
0.09
0.63
Volatility – 1 Year
15.74%
17.52%
Volatility – 3 Years
14.36%
14.89%
Beta – 1 Year
0.82
0.97
Beta – 3 Years
0.84
0.92
Sharpe Ratio – 1 Year
-0.13
0.26
Sharpe Ratio – 3 Years
0.59
0.66
Worst Rolling Year
13.38%
8.19%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−15.74%
−18.24%
Recovery Period
475 days
238 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 18% · M 16% · S 37%
Number of Stocks
26
30
Portfolio P/E
34.08
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%