Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
3.42%
6 Months
5.87%
2.89%
1 Year
2.35%
2.59%
3 Years
13.67%
10.39%
5 Years
15.58%
8.86%
Since Inception
16.64%
11.13%
Fund Age
5 yrs 6 mo
5 yrs 6 mo
AUM
₹756.71 Cr
₹63.54 Cr
Alpha – 1 Year
−0.63%
−0.39%
Alpha – 3 Years
1.78%
−1.50%
Information Ratio – 3 Years
0.09
-0.34
Volatility – 1 Year
15.74%
16.68%
Volatility – 3 Years
14.36%
13.79%
Beta – 1 Year
0.82
0.95
Beta – 3 Years
0.84
0.88
Sharpe Ratio – 1 Year
-0.13
-0.09
Sharpe Ratio – 3 Years
0.59
0.40
Worst Rolling Year
13.38%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−15.74%
−15.31%
Recovery Period
475 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 69% · M 25% · S 5%
Number of Stocks
26
40
Portfolio P/E
34.08
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%