PMS · Equity · Multi Cap
Axis Pure Growth Portfolio
Fund size₹757 Cr
Alpha (3Y)2.54%
3Y return13.67%
Fund age5 yrs 6 mo
Fund Manager
Growth of₹Cr
Axis Pure Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Axis Pure Growth | 2.76% | 2.35% | 2.34% | 13.67% | 15.58% | 16.64% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | 12.35% | 13.79% |
| Excess over benchmark | 3.83% | −0.63% | 1.92% | 1.78% | 3.23% | 2.85% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
14.36%
Benchmark approx 14.71%
A standard deviation reflecting historical swings.
Sensitivity
0.84
Beta vs benchmark 1.00 · 16% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.59
Sharpe
Excess return gained per unit of volatility.
Capture ratio
86 / 63
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −15.74% from its 26 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 18 Jun 2026 after 475 days.
Max drawdowns
−15.74%
Recovery period
475 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 26 Sep 2024 | 28 Feb 2025 | −15.74% | 155 days | 18 Jun 2026 | 475 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak26 Sep 2024
Trough28 Feb 2025
Depth−15.74%
Fell over155 days
Recovered18 Jun 2026
Recovery took475 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
26
P/E ratio
34.08
P/B ratio
4.62
Dividend yield
0.45%
Avg market cap
₹2.59 L Cr
Median market cap
₹52,979 Cr
Asset class
Equity
Market cap
Large cap42.52%
Mid cap7.96%
Small cap36.63%
Cash & others12.89%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 7.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 3%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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