Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
5.87%
20.83%
1 Year
2.35%
12.18%
3 Years
13.67%
13.97%
5 Years
15.58%
17.12%
Since Inception
16.64%
15.75%
Fund Age
5 yrs 6 mo
13 yrs 8 mo
AUM
₹756.71 Cr
₹205.48 Cr
Alpha – 1 Year
−0.63%
9.20%
Alpha – 3 Years
1.78%
2.09%
Information Ratio – 3 Years
0.09
0.40
Volatility – 1 Year
15.74%
27.53%
Volatility – 3 Years
14.36%
22.15%
Beta – 1 Year
0.82
1.45
Beta – 3 Years
0.84
1.20
Sharpe Ratio – 1 Year
-0.13
0.35
Sharpe Ratio – 3 Years
0.59
0.55
Worst Rolling Year
13.38%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−15.74%
−29.31%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
20.28%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 43% · M 8% · S 37%
L 17% · M 21% · S 60%
Number of Stocks
26
30
Portfolio P/E
34.08
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%