Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Capgrow - Special Situations
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.89%
6 Months
17.49%
10.00%
1 Year
9.72%
−1.96%
3 Years
—
9.82%
5 Years
—
10.88%
Since Inception
6.83%
15.88%
Fund Age
2 yrs 3 mo
7 yrs 9 mo
AUM
₹104.19 Cr
₹132.34 Cr
Alpha – 1 Year
6.74%
−4.94%
Alpha – 3 Years
—
−2.07%
Information Ratio – 3 Years
—
-0.27
Volatility – 1 Year
24.22%
23.02%
Volatility – 3 Years
—
21.53%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.27
-0.20
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.15%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.46%
−28.98%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 10% · M 2% · S 86%
Number of Stocks
45
59
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
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%