Portfolio Management Services (PMS)Compare Schemes
Axis Pure Growth Portfolio vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Axis Pure Growth Portfolio
MRG Capital - Wealth Enhancer
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%
0.31%
6 Months
5.87%
−0.02%
1 Year
2.35%
9.16%
3 Years
13.67%
15.25%
5 Years
15.58%
10.25%
Since Inception
16.64%
11.62%
Fund Age
5 yrs 6 mo
7 yrs 3 mo
AUM
₹756.71 Cr
₹55.42 Cr
Alpha – 1 Year
−0.63%
9.51%
Alpha – 3 Years
1.78%
6.25%
Information Ratio – 3 Years
0.09
0.85
Volatility – 1 Year
15.74%
16.48%
Volatility – 3 Years
14.36%
14.29%
Beta – 1 Year
0.82
0.90
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
-0.13
0.29
Sharpe Ratio – 3 Years
0.59
0.70
Worst Rolling Year
13.38%
4.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−15.74%
−15.77%
Recovery Period
475 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 43% · M 8% · S 37%
L 43% · M 13% · S 23%
Number of Stocks
26
89
Portfolio P/E
34.08
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%