Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
5.87%
5.19%
1 Year
2.35%
−0.45%
3 Years
13.67%
11.72%
5 Years
15.58%
—
Since Inception
16.64%
12.62%
Fund Age
5 yrs 6 mo
3 yrs 8 mo
AUM
₹756.71 Cr
₹42.96 Cr
Alpha – 1 Year
−0.63%
−3.43%
Alpha – 3 Years
1.78%
−0.17%
Information Ratio – 3 Years
0.09
-0.16
Volatility – 1 Year
15.74%
16.93%
Volatility – 3 Years
14.36%
15.20%
Beta – 1 Year
0.82
0.92
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.13
-0.27
Sharpe Ratio – 3 Years
0.59
0.45
Worst Rolling Year
13.38%
11.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−15.74%
−20.38%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 8% · S 37%
L 39% · M 39% · S 22%
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%
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
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
—
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%