Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
5.87%
2.80%
1 Year
2.35%
4.89%
3 Years
13.67%
12.23%
5 Years
15.58%
10.64%
Since Inception
16.64%
8.93%
Fund Age
5 yrs 6 mo
12 yrs
AUM
₹756.71 Cr
₹134.76 Cr
Alpha – 1 Year
−0.63%
−1.08%
Alpha – 3 Years
1.78%
1.34%
Information Ratio – 3 Years
0.09
0.07
Volatility – 1 Year
15.74%
10.79%
Volatility – 3 Years
14.36%
9.62%
Beta – 1 Year
0.82
1.04
Beta – 3 Years
0.84
1.10
Sharpe Ratio – 1 Year
-0.13
-0.01
Sharpe Ratio – 3 Years
0.59
0.69
Worst Rolling Year
13.38%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−15.74%
−11.50%
Recovery Period
475 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
20.28%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 50% · M 11% · S 8%
Number of Stocks
26
33
Portfolio P/E
34.08
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –