Axis Securities PMS Logo

Axis Securities Pure Growth PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Axis Securities Pure Growth PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.882.63 Cr.

Over the last 1 year, it delivered a strong return of 3.4%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

Axis Securities Pure Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

Pure Growth

Start Date

13 January 2021

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.882.63 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Naveen Kulkarni

1 Yr. Return

3.40%

3 Yr. Return

16.15%

5 Yr. Return

16.13%

Axis Securities Pure Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

26

Top 5 Stocks%

45.79%

Top 5 Sectors%

71.25%

Portfolio Age

5 Yrs, 5 Months

SIP

NA

STP

Available

Average Market Cap

Not Disclosed

Axis Securities Pure Growth PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (Profit sharing above 2.50%)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Axis Securities Pure Growth PMS Investment Approach - Portfolio Composition

Large Cap

45.95%

Mid Cap

6.48%

Small Cap

34.31%

Cash & Equivalent

13.25%

Check out Business Opportunities with Similar Brands

Axis Securities Pure Growth Portfolio Strategy - Top 5 Sectors

Financial Services

15.91%

Healthcare

20.57%

Telecommunication

14.72%

Automobile and Auto Components

10.03%

Fast Moving Consumer Goods

9.04%

Customer ratings and reviews of Axis Securities Pure Growth PMS Strategy

Double your Investment in 3 YearsInvest in PMS