Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
White Oak India Select Equity 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%
4.84%
6 Months
5.87%
7.61%
1 Year
2.35%
−0.76%
3 Years
13.67%
11.28%
5 Years
15.58%
9.58%
Since Inception
16.64%
11.67%
Fund Age
5 yrs 6 mo
7 yrs 11 mo
AUM
₹756.71 Cr
₹12.5 Cr
Alpha – 1 Year
−0.63%
−3.74%
Alpha – 3 Years
1.78%
−0.61%
Information Ratio – 3 Years
0.09
-0.06
Volatility – 1 Year
15.74%
20.02%
Volatility – 3 Years
14.36%
16.21%
Beta – 1 Year
0.82
1.05
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.13
-0.22
Sharpe Ratio – 3 Years
0.59
0.41
Worst Rolling Year
13.38%
8.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−24.66%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 36% · M 30% · S 35%
Number of Stocks
26
15
Portfolio P/E
34.08
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%