Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
Merisis Multicap Portfolio
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%
3.02%
6 Months
5.87%
14.30%
1 Year
2.35%
18.52%
3 Years
13.67%
11.27%
5 Years
15.58%
8.98%
Since Inception
16.64%
16.57%
Fund Age
5 yrs 6 mo
6 yrs 6 mo
AUM
₹756.71 Cr
₹4.79 Cr
Alpha – 1 Year
−0.63%
18.87%
Alpha – 3 Years
1.78%
2.27%
Information Ratio – 3 Years
0.09
0.39
Volatility – 1 Year
15.74%
19.72%
Volatility – 3 Years
14.36%
16.55%
Beta – 1 Year
0.82
1.05
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
-0.13
0.68
Sharpe Ratio – 3 Years
0.59
0.41
Worst Rolling Year
13.38%
3.70%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−15.74%
−22.25%
Recovery Period
475 days
511 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
10.81%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 4% · S 64%
Number of Stocks
26
9
Portfolio P/E
34.08
13.20
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 · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%