Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
5.87%
13.10%
1 Year
2.35%
18.11%
3 Years
13.67%
14.56%
5 Years
15.58%
8.71%
Since Inception
16.64%
13.67%
Fund Age
5 yrs 6 mo
11 yrs 2 mo
AUM
₹756.71 Cr
₹138.06 Cr
Alpha – 1 Year
−0.63%
18.46%
Alpha – 3 Years
1.78%
5.57%
Information Ratio – 3 Years
0.09
0.62
Volatility – 1 Year
15.74%
22.83%
Volatility – 3 Years
14.36%
16.72%
Beta – 1 Year
0.82
1.29
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
-0.13
0.61
Sharpe Ratio – 3 Years
0.59
0.55
Worst Rolling Year
13.38%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−15.74%
−17.10%
Recovery Period
475 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
20.28%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
34.08
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%