Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
SMC Global - Growth
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%
5.80%
6 Months
5.87%
20.03%
1 Year
2.35%
17.27%
3 Years
13.67%
12.81%
5 Years
15.58%
11.98%
Since Inception
16.64%
14.70%
Fund Age
5 yrs 6 mo
6 yrs 10 mo
AUM
₹756.71 Cr
₹201.68 Cr
Alpha – 1 Year
−0.63%
12.55%
Alpha – 3 Years
1.78%
0.73%
Information Ratio – 3 Years
0.09
0.15
Volatility – 1 Year
15.74%
22.73%
Volatility – 3 Years
14.36%
20.11%
Beta – 1 Year
0.82
1.17
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
-0.13
0.58
Sharpe Ratio – 3 Years
0.59
0.44
Worst Rolling Year
13.38%
7.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−15.74%
−25.65%
Recovery Period
475 days
520 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 38% · M 4% · S 49%
Number of Stocks
26
24
Portfolio P/E
34.08
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%