Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Turtle Wealth -Wealth 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%
4.93%
6 Months
5.87%
2.72%
1 Year
2.35%
22.88%
3 Years
13.67%
20.47%
5 Years
15.58%
15.12%
Since Inception
16.64%
17.02%
Fund Age
5 yrs 6 mo
6 yrs 11 mo
AUM
₹756.71 Cr
₹261.05 Cr
Alpha – 1 Year
−0.63%
18.16%
Alpha – 3 Years
1.78%
8.38%
Information Ratio – 3 Years
0.09
0.98
Volatility – 1 Year
15.74%
17.62%
Volatility – 3 Years
14.36%
15.64%
Beta – 1 Year
0.82
0.83
Beta – 3 Years
0.84
0.87
Sharpe Ratio – 1 Year
-0.13
0.97
Sharpe Ratio – 3 Years
0.59
0.94
Worst Rolling Year
13.38%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−15.74%
−19.96%
Recovery Period
475 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 28% · M 19% · S 43%
Number of Stocks
26
18
Portfolio P/E
34.08
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%