Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.04%
6 Months
10.76%
5.19%
1 Year
8.14%
−0.45%
3 Years
7.76%
11.72%
5 Years
10.03%
—
Since Inception
11.69%
12.62%
Fund Age
6 yrs 8 mo
3 yrs 8 mo
AUM
₹87.23 Cr
₹42.96 Cr
Alpha – 1 Year
8.57%
−3.43%
Alpha – 3 Years
−0.81%
−0.17%
Information Ratio – 3 Years
0.02
-0.16
Volatility – 1 Year
23.09%
16.93%
Volatility – 3 Years
18.26%
15.20%
Beta – 1 Year
1.29
0.92
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.21
-0.27
Sharpe Ratio – 3 Years
0.22
0.45
Worst Rolling Year
6.59%
11.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.12 Cr
Deepest Drawdown
−25.42%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 39% · M 39% · S 22%
Number of Stocks
41
—
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%