Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Ayan-PriceBridge TM Select Stocks
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Ayan-PriceBridge TM Select Stocks
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
1.10%
6 Months
17.49%
10.24%
1 Year
9.72%
—
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
20.46%
Fund Age
2 yrs 3 mo
7 mo
AUM
₹104.19 Cr
₹13.3 Cr
Alpha – 1 Year
6.74%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 21% · M 22% · S 31%
Number of Stocks
45
23
Portfolio P/E
29.66
68.31
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%
ICICI Pru Silver ETF · 11.67%
DSP Gold ETF · 8.38%
Cash & Cash Equivalent · 6.44%
Laurus Labs Ltd · 4.76%
Bajaj Finance Ltd · 4.59%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%