Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs BIN73 SUNRISEALPHA
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
BIN73 SUNRISEALPHA
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
40%
50%
Volatility • 1 yr deviation
1 Month
−1.88%
3.30%
6 Months
17.49%
28.07%
1 Year
9.72%
19.77%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
18.55%
Fund Age
2 yrs 3 mo
1 yr 9 mo
AUM
₹104.19 Cr
₹46.14 Cr
Alpha – 1 Year
6.74%
15.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
36.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.52
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−25.11%
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%
S 98%
Number of Stocks
45
15
Portfolio P/E
29.66
22.07
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%
Manorama Industries Ltd · 10.75%
Advait Energy Transitions Limited · 10.74%
R R Kabel Ltd · 10.45%
SRM Contractors Ltd · 10.21%
Oswal Pumps Ltd · 7.72%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Capital Goods · 44.83%
Construction · 19.43%
Fast Moving Consumer Goods · 10.75%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 0% / 0%