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Axis Pure Growth Portfolio

To capitalize on high quality stocks, high performing sectors, and stocks having the potential to deliver higher earnings growth vis-à-vis their peers.

Portfolio Alpha (SI)
16.65%
Since Inception Return
Inception Date
13 Jan 2021
Benchmark
BSE 500 TRI
Investment Style
Quality & Growth
No of Holdings
26 stocks
Strategy Type
Equity
Track Record
5+ years

Investment Objective & Approach

Growth & Quality

Growth and quality-focused portfolio aiming to capture long-term wealth creation opportunities

Sustainable Earnings

Invests in companies demonstrating sustainable earnings growth and strong competitive advantages

Cash Flow Focus

Emphasis on identifying businesses with consistent cash flow generation and prudent capital allocation

GARP Strategy

Quality and Growth form the core factors while Growth at a Reasonable Price (GARP) is employed as a satellite factor

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
16.65%
Benchmark
13.55%

Strong alpha generation from quality and growth stock selection.

TWRR Basis

Trailing Returns (%)

1 Year6.94%
3 Years12.76%
4 Years16.23%
5 Years14.25%

Market Cap Exposure

MixMarket Cap
Large Cap
40.8%
Mid Cap
37.4%
Small Cap
8.3%
Cash & Others
13.5%

Sector Exposure

Top Sector: Healthcare
Healthcare22.6%
Others21.9%
Financial Services17.4%
Telecommunication16.1%
Automobile11.7%
Consumer Durables10.3%

Performance Overview

6 Months Return
6.02%
Strategy Return
1.43%
Benchmark
3 Months Return
3.29%
Strategy Return
3.86%
Benchmark

Portfolio Attributes

Portfolio Beta
0.93
Sharpe Ratio
0.62
Standard Deviation
12.2%
Avg Market Cap
₹2,76,681 Cr

Who Should Invest?

Long-term investors (3+ years)
Investors seeking exposure to Quality and Growth stocks
Moderate to High risk appetite
Investors looking for robust and sustainable returns

Top 10 Holdings

1
KDDL Ltd
8.36%
2
Maruti Suzuki India Ltd
6.64%
3
ACUTAAS CHEMICALS LTD
6.56%
4
ICICI Bank Ltd
6.29%
5
Bharti Airtel Ltd
6.00%
6
UltraTech Cement Ltd
5.28%
7
Eternal Ltd (Zomato)
4.69%
8
Ajanta Pharma Ltd
4.67%
9
Indus Towers Ltd
4.27%
10
Gillette India Ltd
4.04%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.