Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
5.87%
28.59%
1 Year
2.35%
28.02%
3 Years
13.67%
18.67%
5 Years
15.58%
17.18%
Since Inception
16.64%
20.03%
Fund Age
5 yrs 6 mo
5 yrs 4 mo
AUM
₹756.71 Cr
₹221.27 Cr
Alpha – 1 Year
−0.63%
28.37%
Alpha – 3 Years
1.78%
9.68%
Information Ratio – 3 Years
0.09
0.87
Volatility – 1 Year
15.74%
22.32%
Volatility – 3 Years
14.36%
17.88%
Beta – 1 Year
0.82
1.03
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
-0.13
0.99
Sharpe Ratio – 3 Years
0.59
0.81
Worst Rolling Year
13.38%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−15.74%
−20.50%
Recovery Period
475 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
34.08
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –