Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Ayan-PriceBridge Top 100 Equity
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Ayan-PriceBridge Top 100 Equity
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%
2.12%
6 Months
17.49%
0.68%
1 Year
9.72%
2.50%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
6.43%
Fund Age
2 yrs 3 mo
2 yrs 6 mo
AUM
₹104.19 Cr
₹15.34 Cr
Alpha – 1 Year
6.74%
2.93%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
16.79%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−14.37%
Recovery Period
Not yet recovered
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 78% · M 15% · S 0%
Number of Stocks
45
43
Portfolio P/E
29.66
21.71
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%
Cash & Cash Equivalent · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%