Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
ValueQuest - Growth
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%
1.42%
6 Months
5.87%
31.94%
1 Year
2.35%
21.84%
3 Years
13.67%
17.21%
5 Years
15.58%
16.75%
Since Inception
16.64%
18.18%
Fund Age
5 yrs 6 mo
13 yrs 5 mo
AUM
₹756.71 Cr
₹2,035.08 Cr
Alpha – 1 Year
−0.63%
18.86%
Alpha – 3 Years
1.78%
5.32%
Information Ratio – 3 Years
0.09
0.50
Volatility – 1 Year
15.74%
24.29%
Volatility – 3 Years
14.36%
19.24%
Beta – 1 Year
0.82
1.15
Beta – 3 Years
0.84
1.04
Sharpe Ratio – 1 Year
-0.13
0.70
Sharpe Ratio – 3 Years
0.59
0.65
Worst Rolling Year
13.38%
-15.08%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−15.74%
−8.16%
Recovery Period
475 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
20.28%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 43% · M 8% · S 37%
L 23% · M 1% · S 69%
Number of Stocks
26
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%