Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
5.87%
6.39%
1 Year
2.35%
0.37%
3 Years
13.67%
11.18%
5 Years
15.58%
—
Since Inception
16.64%
4.21%
Fund Age
5 yrs 6 mo
4 yrs 6 mo
AUM
₹756.71 Cr
₹59.82 Cr
Alpha – 1 Year
−0.63%
−2.61%
Alpha – 3 Years
1.78%
−0.71%
Information Ratio – 3 Years
0.09
0.13
Volatility – 1 Year
15.74%
22.91%
Volatility – 3 Years
14.36%
17.96%
Beta – 1 Year
0.82
1.09
Beta – 3 Years
0.84
1.01
Sharpe Ratio – 1 Year
-0.13
-0.11
Sharpe Ratio – 3 Years
0.59
0.38
Worst Rolling Year
13.38%
3.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−15.74%
−25.26%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 40% · M 26% · S 33%
Number of Stocks
26
35
Portfolio P/E
34.08
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%