Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Prosperity - Discovery Fund
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%
4.17%
6 Months
5.87%
20.15%
1 Year
2.35%
7.22%
3 Years
13.67%
9.88%
5 Years
15.58%
10.18%
Since Inception
16.64%
17.47%
Fund Age
5 yrs 6 mo
5 yrs 8 mo
AUM
₹756.71 Cr
₹112.12 Cr
Alpha – 1 Year
−0.63%
2.50%
Alpha – 3 Years
1.78%
−2.21%
Information Ratio – 3 Years
0.09
-0.17
Volatility – 1 Year
15.74%
30.34%
Volatility – 3 Years
14.36%
23.32%
Beta – 1 Year
0.82
1.54
Beta – 3 Years
0.84
1.29
Sharpe Ratio – 1 Year
-0.13
0.19
Sharpe Ratio – 3 Years
0.59
0.29
Worst Rolling Year
13.38%
8.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−32.53%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
M 39% · S 59%
Number of Stocks
26
28
Portfolio P/E
34.08
38.78
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%
—
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%