Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
4.88%
6 Months
17.49%
21.32%
1 Year
9.72%
24.13%
3 Years
—
24.49%
5 Years
—
—
Since Inception
6.83%
27.33%
Fund Age
2 yrs 3 mo
4 yrs 10 mo
AUM
₹104.19 Cr
₹3,911.89 Cr
Alpha – 1 Year
6.74%
19.41%
Alpha – 3 Years
—
12.41%
Information Ratio – 3 Years
—
1.08
Volatility – 1 Year
24.22%
23.48%
Volatility – 3 Years
—
21.23%
Beta – 1 Year
1.13
1.26
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.27
0.81
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−19.46%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
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%
—
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—