Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Care PMS - Growth Plus Value Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Care PMS - Growth Plus Value Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.27%
6 Months
17.49%
11.91%
1 Year
9.72%
10.06%
3 Years
—
13.81%
5 Years
—
13.88%
Since Inception
6.83%
20.20%
Fund Age
2 yrs 3 mo
15 yrs 1 mo
AUM
₹104.19 Cr
₹980.13 Cr
Alpha – 1 Year
6.74%
5.36%
Alpha – 3 Years
—
1.71%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
24.22%
18.76%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.13
0.98
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.27
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-23.74%
Value at Worst Rolling Year
—
₹0.76 Cr
Deepest Drawdown
−19.46%
−24.32%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
84.14%
Median Rolling Year
—
24.84%
5-Year Rolling Windows Positive
—
95.08%
Market-Cap Mix
L 3% · M 1% · S 92%
L 9% · M 13% · S 73%
Number of Stocks
45
20
Portfolio P/E
29.66
22.60
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%
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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%