Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Citrus -Sector Leaders Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
2.91%
6 Months
17.49%
4.40%
1 Year
9.72%
7.01%
3 Years
—
10.97%
5 Years
—
—
Since Inception
6.83%
10.85%
Fund Age
2 yrs 3 mo
3 yrs
AUM
₹104.19 Cr
₹47.29 Cr
Alpha – 1 Year
6.74%
7.36%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 76% · M 4% · S 18%
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%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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