Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
2.00%
6 Months
17.49%
4.51%
1 Year
9.72%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
6.83%
24.96%
Fund Age
2 yrs 3 mo
4 yrs 7 mo
AUM
₹104.19 Cr
₹136 Cr
Alpha – 1 Year
6.74%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
24.22%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
1.13
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.27
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−19.46%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 53% · M 22% · S 20%
Number of Stocks
45
18
Portfolio P/E
29.66
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%