Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.93%
6 Months
5.87%
25.32%
1 Year
2.35%
18.21%
3 Years
13.67%
32.70%
5 Years
15.58%
23.63%
Since Inception
16.64%
28.38%
Fund Age
5 yrs 6 mo
7 yrs 10 mo
AUM
₹756.71 Cr
₹8,686.39 Cr
Alpha – 1 Year
−0.63%
13.49%
Alpha – 3 Years
1.78%
20.61%
Information Ratio – 3 Years
0.09
1.92
Volatility – 1 Year
15.74%
22.97%
Volatility – 3 Years
14.36%
19.40%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
-0.13
0.61
Sharpe Ratio – 3 Years
0.59
1.30
Worst Rolling Year
13.38%
17.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−15.74%
−22.23%
Recovery Period
475 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 37% · M 30% · S 25%
Number of Stocks
26
43
Portfolio P/E
34.08
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%