Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.22%
9.87%
6 Months
5.87%
46.37%
1 Year
2.35%
29.61%
3 Years
13.67%
24.62%
5 Years
15.58%
—
Since Inception
16.64%
39.89%
Fund Age
5 yrs 6 mo
20 mo
AUM
₹756.71 Cr
₹147.17 Cr
Alpha – 1 Year
−0.63%
24.89%
Alpha – 3 Years
1.78%
12.53%
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
25.97%
Volatility – 3 Years
14.36%
29.84%
Beta – 1 Year
0.82
1.03
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.92
Sharpe Ratio – 3 Years
0.59
1.29
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−21.24%
Recovery Period
475 days
58 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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%