Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
5.87%
0.81%
1 Year
2.35%
7.79%
3 Years
13.67%
9.10%
5 Years
15.58%
—
Since Inception
16.64%
17.42%
Fund Age
5 yrs 6 mo
8 yrs 11 mo
AUM
₹756.71 Cr
₹342.11 Cr
Alpha – 1 Year
−0.63%
3.07%
Alpha – 3 Years
1.78%
−2.99%
Information Ratio – 3 Years
0.09
0.29
Volatility – 1 Year
15.74%
17.73%
Volatility – 3 Years
14.36%
15.85%
Beta – 1 Year
0.82
1.00
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
-0.13
0.21
Sharpe Ratio – 3 Years
0.59
0.50
Worst Rolling Year
13.38%
9.10%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−15.74%
−24.26%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
13.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 43% · M 8% · S 37%
L 40% · M 35% · S 22%
Number of Stocks
26
23
Portfolio P/E
34.08
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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%