Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
ORO-Alpha Value
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%
0.44%
6 Months
5.87%
5.47%
1 Year
2.35%
6.35%
3 Years
13.67%
—
5 Years
15.58%
—
Since Inception
16.64%
6.04%
Fund Age
5 yrs 6 mo
3 yrs 8 mo
AUM
₹756.71 Cr
₹1.28 Cr
Alpha – 1 Year
−0.63%
3.37%
Alpha – 3 Years
1.78%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
17.26%
Volatility – 3 Years
14.36%
15.80%
Beta – 1 Year
0.82
0.95
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.12
Sharpe Ratio – 3 Years
0.59
0.10
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−17.83%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.28%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 42% · M 17% · S 27%
Number of Stocks
26
24
Portfolio P/E
34.08
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%