Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Bonanza Aegis
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
7.97%
6 Months
17.49%
14.27%
1 Year
9.72%
23.41%
3 Years
—
16.93%
5 Years
—
—
Since Inception
6.83%
22.21%
Fund Age
2 yrs 3 mo
4 yrs 3 mo
AUM
₹104.19 Cr
₹102.02 Cr
Alpha – 1 Year
6.74%
23.76%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
24.22%
21.94%
Volatility – 3 Years
—
20.42%
Beta – 1 Year
1.13
0.82
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.27
0.82
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
16.27%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−19.46%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 10% · M 8% · S 74%
Number of Stocks
45
61
Portfolio P/E
29.66
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%