Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.22%
2.21%
6 Months
5.87%
21.04%
1 Year
2.35%
21.34%
3 Years
13.67%
19.08%
5 Years
15.58%
23.67%
Since Inception
16.64%
—
Fund Age
5 yrs 6 mo
6 yrs 4 mo
AUM
₹756.71 Cr
₹364.08 Cr
Alpha – 1 Year
−0.63%
21.69%
Alpha – 3 Years
1.78%
10.08%
Information Ratio – 3 Years
0.09
0.52
Volatility – 1 Year
15.74%
32.28%
Volatility – 3 Years
14.36%
28.08%
Beta – 1 Year
0.82
1.47
Beta – 3 Years
0.84
1.60
Sharpe Ratio – 1 Year
-0.13
0.58
Sharpe Ratio – 3 Years
0.59
0.57
Worst Rolling Year
13.38%
15.61%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−15.74%
−31.98%
Recovery Period
475 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 90% · M 10%
Number of Stocks
26
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%