Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Composite India - Emerging Star Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.76%
6 Months
10.76%
25.00%
1 Year
8.14%
17.14%
3 Years
7.76%
16.20%
5 Years
10.03%
15.34%
Since Inception
11.69%
19.60%
Fund Age
6 yrs 8 mo
7 yrs 3 mo
AUM
₹87.23 Cr
₹127.23 Cr
Alpha – 1 Year
8.57%
12.42%
Alpha – 3 Years
−0.81%
4.43%
Information Ratio – 3 Years
0.02
0.38
Volatility – 1 Year
23.09%
23.12%
Volatility – 3 Years
18.26%
20.20%
Beta – 1 Year
1.29
1.18
Beta – 3 Years
1.11
1.05
Sharpe Ratio – 1 Year
0.21
0.56
Sharpe Ratio – 3 Years
0.22
0.61
Worst Rolling Year
6.59%
13.55%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−25.42%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 26% · M 19% · S 50%
Number of Stocks
41
101
Portfolio P/E
25.23
52.20
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%