Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
4.38%
6 Months
17.49%
19.54%
1 Year
9.72%
15.57%
3 Years
—
20.08%
5 Years
—
21.78%
Since Inception
6.83%
32.33%
Fund Age
2 yrs 3 mo
5 yrs 10 mo
AUM
₹104.19 Cr
₹5,864.1 Cr
Alpha – 1 Year
6.74%
10.85%
Alpha – 3 Years
—
8.00%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
24.22%
22.27%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
1.13
1.15
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.27
0.52
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−19.46%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 15% · M 28% · S 52%
Number of Stocks
45
38
Portfolio P/E
29.66
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%