Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.35%
6 Months
17.49%
3.75%
1 Year
9.72%
−5.76%
3 Years
—
3.98%
5 Years
—
6.05%
Since Inception
6.83%
9.94%
Fund Age
2 yrs 3 mo
7 yrs 9 mo
AUM
₹104.19 Cr
₹45.09 Cr
Alpha – 1 Year
6.74%
−8.74%
Alpha – 3 Years
—
−7.91%
Information Ratio – 3 Years
—
-1.11
Volatility – 1 Year
24.22%
21.69%
Volatility – 3 Years
—
18.00%
Beta – 1 Year
1.13
1.21
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.27
-0.42
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
3.08%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−19.46%
−29.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 35% · M 13% · S 51%
Number of Stocks
45
43
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%