Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Purnartha Pratham Strategy
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%
5.49%
6 Months
5.87%
9.46%
1 Year
2.35%
17.52%
3 Years
13.67%
14.28%
5 Years
15.58%
9.02%
Since Inception
16.64%
12.49%
Fund Age
5 yrs 6 mo
5 yrs 11 mo
AUM
₹756.71 Cr
₹1,633.45 Cr
Alpha – 1 Year
−0.63%
12.80%
Alpha – 3 Years
1.78%
2.19%
Information Ratio – 3 Years
0.09
0.28
Volatility – 1 Year
15.74%
23.87%
Volatility – 3 Years
14.36%
18.97%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
-0.13
0.57
Sharpe Ratio – 3 Years
0.59
0.55
Worst Rolling Year
13.38%
7.21%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−15.74%
−20.29%
Recovery Period
475 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 14% · M 11% · S 40%
Number of Stocks
26
—
Portfolio P/E
34.08
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%