Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Valtrust Momentum
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
4.78%
6 Months
5.87%
15.08%
1 Year
2.35%
13.63%
3 Years
13.67%
16.91%
5 Years
15.58%
—
Since Inception
16.64%
23.12%
Fund Age
5 yrs 6 mo
3 yrs 7 mo
AUM
₹756.71 Cr
₹78.91 Cr
Alpha – 1 Year
−0.63%
8.91%
Alpha – 3 Years
1.78%
4.82%
Information Ratio – 3 Years
0.09
0.40
Volatility – 1 Year
15.74%
20.25%
Volatility – 3 Years
14.36%
21.43%
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
1.18
Sharpe Ratio – 1 Year
-0.13
0.47
Sharpe Ratio – 3 Years
0.59
0.59
Worst Rolling Year
13.38%
15.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−15.74%
−29.56%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
19.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 15% · M 30% · S 55%
Number of Stocks
26
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%