Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.88%
6 Months
5.87%
18.21%
1 Year
2.35%
11.44%
3 Years
13.67%
9.27%
5 Years
15.58%
10.90%
Since Inception
16.64%
13.08%
Fund Age
5 yrs 6 mo
9 yrs
AUM
₹756.71 Cr
₹29.3 Cr
Alpha – 1 Year
−0.63%
6.74%
Alpha – 3 Years
1.78%
−1.95%
Information Ratio – 3 Years
0.09
-0.21
Volatility – 1 Year
15.74%
23.26%
Volatility – 3 Years
14.36%
18.09%
Beta – 1 Year
0.82
1.21
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
-0.13
0.35
Sharpe Ratio – 3 Years
0.59
0.32
Worst Rolling Year
13.38%
0.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−15.74%
−21.53%
Recovery Period
475 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
20.28%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 6% · M 32% · S 55%
Number of Stocks
26
23
Portfolio P/E
34.08
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%