Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
5.87%
9.86%
1 Year
2.35%
32.16%
3 Years
13.67%
19.13%
5 Years
15.58%
12.16%
Since Inception
16.64%
16.12%
Fund Age
5 yrs 6 mo
5 yrs 10 mo
AUM
₹756.71 Cr
₹170.31 Cr
Alpha – 1 Year
−0.63%
27.44%
Alpha – 3 Years
1.78%
7.04%
Information Ratio – 3 Years
0.09
0.58
Volatility – 1 Year
15.74%
17.07%
Volatility – 3 Years
14.36%
17.73%
Beta – 1 Year
0.82
0.65
Beta – 3 Years
0.84
0.86
Sharpe Ratio – 1 Year
-0.13
1.42
Sharpe Ratio – 3 Years
0.59
0.79
Worst Rolling Year
13.38%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−15.74%
−30.82%
Recovery Period
475 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
20.28%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
34.08
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%