Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
ValueQuest - Platinum
Return 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%
2.62%
6 Months
5.87%
20.31%
1 Year
2.35%
5.50%
3 Years
13.67%
14.22%
5 Years
15.58%
16.13%
Since Inception
16.64%
18.70%
Fund Age
5 yrs 6 mo
9 yrs 8 mo
AUM
₹756.71 Cr
₹3,491.64 Cr
Alpha – 1 Year
−0.63%
2.52%
Alpha – 3 Years
1.78%
2.33%
Information Ratio – 3 Years
0.09
0.19
Volatility – 1 Year
15.74%
25.24%
Volatility – 3 Years
14.36%
21.26%
Beta – 1 Year
0.82
1.29
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
-0.13
0.11
Sharpe Ratio – 3 Years
0.59
0.48
Worst Rolling Year
13.38%
-9.34%
Value at Worst Rolling Year
₹1.13 Cr
₹0.91 Cr
Deepest Drawdown
−15.74%
−6.25%
Recovery Period
475 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
20.28%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%