Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Purnartha Vision 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%
5.60%
6 Months
5.87%
9.69%
1 Year
2.35%
14.36%
3 Years
13.67%
13.50%
5 Years
15.58%
8.53%
Since Inception
16.64%
11.34%
Fund Age
5 yrs 6 mo
5 yrs 5 mo
AUM
₹756.71 Cr
₹190.75 Cr
Alpha – 1 Year
−0.63%
9.64%
Alpha – 3 Years
1.78%
1.41%
Information Ratio – 3 Years
0.09
0.20
Volatility – 1 Year
15.74%
24.59%
Volatility – 3 Years
14.36%
18.73%
Beta – 1 Year
0.82
1.16
Beta – 3 Years
0.84
1.03
Sharpe Ratio – 1 Year
-0.13
0.44
Sharpe Ratio – 3 Years
0.59
0.52
Worst Rolling Year
13.38%
8.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−18.32%
Recovery Period
475 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 16% · M 12% · S 39%
Number of Stocks
26
—
Portfolio P/E
34.08
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%