Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
QED Capital - Core Equity
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%
2.59%
6 Months
5.87%
−7.48%
1 Year
2.35%
2.63%
3 Years
13.67%
—
5 Years
15.58%
—
Since Inception
16.64%
2.29%
Fund Age
5 yrs 6 mo
16 mo
AUM
₹756.71 Cr
₹10.89 Cr
Alpha – 1 Year
−0.63%
−2.09%
Alpha – 3 Years
1.78%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
13.82%
Volatility – 3 Years
14.36%
—
Beta – 1 Year
0.82
0.65
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
-0.12
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−13.29%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.28%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 47% · M 38%
Number of Stocks
26
—
Portfolio P/E
34.08
—
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 Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%