Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
7.67%
6 Months
5.87%
27.70%
1 Year
2.35%
47.52%
3 Years
13.67%
23.98%
5 Years
15.58%
15.87%
Since Inception
16.64%
18.55%
Fund Age
5 yrs 6 mo
16 yrs 2 mo
AUM
₹756.71 Cr
₹1,022.92 Cr
Alpha – 1 Year
−0.63%
42.80%
Alpha – 3 Years
1.78%
11.89%
Information Ratio – 3 Years
0.09
1.12
Volatility – 1 Year
15.74%
28.29%
Volatility – 3 Years
14.36%
20.76%
Beta – 1 Year
0.82
1.36
Beta – 3 Years
0.84
1.07
Sharpe Ratio – 1 Year
-0.13
1.33
Sharpe Ratio – 3 Years
0.59
0.99
Worst Rolling Year
13.38%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−15.74%
−19.51%
Recovery Period
475 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
20.28%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 22% · M 32% · S 42%
Number of Stocks
26
26
Portfolio P/E
34.08
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%