Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Axis - Emerging Stars Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
−1.88%
6 Months
−2.30%
17.49%
1 Year
1.68%
9.72%
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
6.83%
Fund Age
3 yrs 10 mo
2 yrs 3 mo
AUM
₹53.78 Cr
₹104.19 Cr
Alpha – 1 Year
−3.04%
6.74%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
24.22%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.13
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
0.27
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−19.46%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 3% · M 1% · S 92%
Number of Stocks
—
45
Portfolio P/E
—
29.66
Top 5 Holdings
—
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
—
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%