Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
2.20%
6 Months
5.87%
6.00%
1 Year
2.35%
4.90%
3 Years
13.67%
18.50%
5 Years
15.58%
—
Since Inception
16.64%
16.60%
Fund Age
5 yrs 6 mo
3 yrs
AUM
₹756.71 Cr
₹209.72 Cr
Alpha – 1 Year
−0.63%
0.20%
Alpha – 3 Years
1.78%
6.40%
Information Ratio – 3 Years
0.09
1.16
Volatility – 1 Year
15.74%
19.79%
Volatility – 3 Years
14.36%
17.07%
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
-0.13
0.07
Sharpe Ratio – 3 Years
0.59
0.81
Worst Rolling Year
13.38%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−15.74%
−19.68%
Recovery Period
475 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 67% · M 33%
Number of Stocks
26
24
Portfolio P/E
34.08
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%