Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.10%
6 Months
17.49%
2.75%
1 Year
9.72%
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
6.83%
15.84%
Fund Age
2 yrs 3 mo
8 yrs
AUM
₹104.19 Cr
₹335.72 Cr
Alpha – 1 Year
6.74%
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
24.22%
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
1.13
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.27
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.46%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 57% · M 6% · S 37%
Number of Stocks
45
192
Portfolio P/E
29.66
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%