Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Wallfort-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.44%
6 Months
5.87%
24.87%
1 Year
2.35%
7.81%
3 Years
13.67%
29.92%
5 Years
15.58%
26.50%
Since Inception
16.64%
23.67%
Fund Age
5 yrs 6 mo
5 yrs 9 mo
AUM
₹756.71 Cr
₹607.62 Cr
Alpha – 1 Year
−0.63%
3.09%
Alpha – 3 Years
1.78%
17.83%
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
15.74%
37.31%
Volatility – 3 Years
14.36%
29.20%
Beta – 1 Year
0.82
1.91
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
-0.13
0.22
Sharpe Ratio – 3 Years
0.59
2.38
Worst Rolling Year
13.38%
7.15%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−15.74%
−15.58%
Recovery Period
475 days
40 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
36.18%
5-Year Rolling Windows Positive
—
100.00%
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%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
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%