Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeReturn 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%
6.35%
6 Months
5.87%
17.95%
1 Year
2.35%
21.71%
3 Years
13.67%
19.34%
5 Years
15.58%
—
Since Inception
16.64%
19.34%
Fund Age
5 yrs 6 mo
3 yrs 6 mo
AUM
₹756.71 Cr
₹18.73 Cr
Alpha – 1 Year
−0.63%
16.99%
Alpha – 3 Years
1.78%
7.25%
Information Ratio – 3 Years
0.09
0.85
Volatility – 1 Year
15.74%
22.22%
Volatility – 3 Years
14.36%
20.72%
Beta – 1 Year
0.82
0.87
Beta – 3 Years
0.84
0.89
Sharpe Ratio – 1 Year
-0.13
0.75
Sharpe Ratio – 3 Years
0.59
0.85
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%
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%