Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
5.87%
8.08%
1 Year
2.35%
10.16%
3 Years
13.67%
15.60%
5 Years
15.58%
—
Since Inception
16.64%
19.84%
Fund Age
5 yrs 6 mo
6 yrs 11 mo
AUM
₹756.71 Cr
₹3.18 Cr
Alpha – 1 Year
−0.63%
7.18%
Alpha – 3 Years
1.78%
3.72%
Information Ratio – 3 Years
0.09
0.60
Volatility – 1 Year
15.74%
19.93%
Volatility – 3 Years
14.36%
18.09%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
-0.13
0.31
Sharpe Ratio – 3 Years
0.59
0.60
Worst Rolling Year
13.38%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−15.74%
−19.38%
Recovery Period
475 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 31% · M 55% · S 12%
Number of Stocks
26
29
Portfolio P/E
34.08
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –