Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Systamatix - Dynamic Investment
Add SchemeReturn 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%
7.60%
6 Months
5.87%
26.61%
1 Year
2.35%
33.69%
3 Years
13.67%
25.74%
5 Years
15.58%
21.83%
Since Inception
16.64%
—
Fund Age
5 yrs 6 mo
8 yrs 4 mo
AUM
₹756.71 Cr
₹158.52 Cr
Alpha – 1 Year
−0.63%
29.93%
Alpha – 3 Years
1.78%
14.85%
Information Ratio – 3 Years
0.09
1.52
Volatility – 1 Year
15.74%
19.82%
Volatility – 3 Years
14.36%
19.44%
Beta – 1 Year
0.82
1.03
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
-0.13
1.29
Sharpe Ratio – 3 Years
0.59
1.16
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 31% · M 28% · S 38%
Number of Stocks
26
20
Portfolio P/E
34.08
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%