Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Pelican PE fund
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%
−1.39%
6 Months
5.87%
−2.47%
1 Year
2.35%
1.15%
3 Years
13.67%
8.53%
5 Years
15.58%
8.38%
Since Inception
16.64%
10.13%
Fund Age
5 yrs 6 mo
8 yrs 2 mo
AUM
₹756.71 Cr
₹52.94 Cr
Alpha – 1 Year
−0.63%
1.50%
Alpha – 3 Years
1.78%
−0.47%
Information Ratio – 3 Years
0.09
-0.50
Volatility – 1 Year
15.74%
18.43%
Volatility – 3 Years
14.36%
14.27%
Beta – 1 Year
0.82
1.13
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
-0.13
-0.13
Sharpe Ratio – 3 Years
0.59
0.15
Worst Rolling Year
13.38%
7.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−15.74%
−16.90%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 64% · M 27% · S 1%
Number of Stocks
26
10
Portfolio P/E
34.08
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%