Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeReturn 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%
0.18%
6 Months
5.87%
10.94%
1 Year
2.35%
1.03%
3 Years
13.67%
11.45%
5 Years
15.58%
15.19%
Since Inception
16.64%
27.03%
Fund Age
5 yrs 6 mo
5 yrs 11 mo
AUM
₹756.71 Cr
₹298.71 Cr
Alpha – 1 Year
−0.63%
−3.69%
Alpha – 3 Years
1.78%
−0.64%
Information Ratio – 3 Years
0.09
-0.04
Volatility – 1 Year
15.74%
27.68%
Volatility – 3 Years
14.36%
23.40%
Beta – 1 Year
0.82
1.45
Beta – 3 Years
0.84
1.22
Sharpe Ratio – 1 Year
-0.13
-0.03
Sharpe Ratio – 3 Years
0.59
0.35
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
—
Recovery Period
475 days
—
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 2% · M 2% · S 86%
Number of Stocks
26
36
Portfolio P/E
34.08
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%