Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.22%
0.50%
6 Months
5.87%
2.02%
1 Year
2.35%
0.60%
3 Years
13.67%
8.21%
5 Years
15.58%
5.75%
Since Inception
16.64%
9.73%
Fund Age
5 yrs 6 mo
6 yrs
AUM
₹756.71 Cr
₹128.19 Cr
Alpha – 1 Year
−0.63%
1.03%
Alpha – 3 Years
1.78%
−0.36%
Information Ratio – 3 Years
0.09
0.12
Volatility – 1 Year
15.74%
19.24%
Volatility – 3 Years
14.36%
14.76%
Beta – 1 Year
0.82
1.13
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
-0.13
-0.16
Sharpe Ratio – 3 Years
0.59
0.24
Worst Rolling Year
13.38%
0.20%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−15.74%
−18.72%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
20.28%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 47% · M 42% · S 11%
Number of Stocks
26
—
Portfolio P/E
34.08
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
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%