Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.79%
6 Months
5.87%
18.76%
1 Year
2.35%
31.67%
3 Years
13.67%
24.57%
5 Years
15.58%
—
Since Inception
16.64%
26.31%
Fund Age
5 yrs 6 mo
2 yrs 4 mo
AUM
₹756.71 Cr
₹160.31 Cr
Alpha – 1 Year
−0.63%
26.95%
Alpha – 3 Years
1.78%
12.48%
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
17.93%
Volatility – 3 Years
14.36%
20.59%
Beta – 1 Year
0.82
0.80
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
1.34
Sharpe Ratio – 3 Years
0.59
1.78
Worst Rolling Year
13.38%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−15.74%
−12.22%
Recovery Period
475 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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%