Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
−0.07%
6 Months
17.49%
3.00%
1 Year
9.72%
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
6.83%
8.94%
Fund Age
2 yrs 3 mo
3 yrs 9 mo
AUM
₹104.19 Cr
₹2.69 Cr
Alpha – 1 Year
6.74%
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
24.22%
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
1.13
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.27
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.46%
−26.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
—
Number of Stocks
45
—
Portfolio P/E
29.66
—
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 · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
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%