Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
ValPro Alpha A
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%
0.73%
6 Months
5.87%
20.81%
1 Year
2.35%
18.30%
3 Years
13.67%
17.96%
5 Years
15.58%
12.95%
Since Inception
16.64%
15.75%
Fund Age
5 yrs 6 mo
5 yrs 4 mo
AUM
₹756.71 Cr
₹193.44 Cr
Alpha – 1 Year
−0.63%
19.72%
Alpha – 3 Years
1.78%
10.22%
Information Ratio – 3 Years
0.09
1.02
Volatility – 1 Year
15.74%
26.31%
Volatility – 3 Years
14.36%
19.93%
Beta – 1 Year
0.82
1.42
Beta – 3 Years
0.84
1.19
Sharpe Ratio – 1 Year
-0.13
0.55
Sharpe Ratio – 3 Years
0.59
0.67
Worst Rolling Year
13.38%
8.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−19.69%
Recovery Period
475 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 31% · M 8% · S 35%
Number of Stocks
26
112
Portfolio P/E
34.08
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%