Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
5.87%
0.28%
1 Year
2.35%
2.14%
3 Years
13.67%
10.02%
5 Years
15.58%
13.15%
Since Inception
16.64%
11.46%
Fund Age
5 yrs 6 mo
8 yrs 7 mo
AUM
₹756.71 Cr
₹585.94 Cr
Alpha – 1 Year
−0.63%
2.49%
Alpha – 3 Years
1.78%
1.02%
Information Ratio – 3 Years
0.09
0.18
Volatility – 1 Year
15.74%
16.38%
Volatility – 3 Years
14.36%
14.42%
Beta – 1 Year
0.82
1.00
Beta – 3 Years
0.84
0.96
Sharpe Ratio – 1 Year
-0.13
-0.13
Sharpe Ratio – 3 Years
0.59
0.38
Worst Rolling Year
13.38%
3.37%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−15.74%
−17.04%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 65% · M 26% · S 8%
Number of Stocks
26
31
Portfolio P/E
34.08
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%