Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Composite India - GARP Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.99%
6 Months
17.49%
22.77%
1 Year
9.72%
24.21%
3 Years
—
13.20%
5 Years
—
12.56%
Since Inception
6.83%
18.69%
Fund Age
2 yrs 3 mo
7 yrs 4 mo
AUM
₹104.19 Cr
₹114.64 Cr
Alpha – 1 Year
6.74%
19.49%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
24.22%
24.82%
Volatility – 3 Years
—
21.64%
Beta – 1 Year
1.13
1.34
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.27
0.78
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
10.43%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−19.46%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 20% · M 28% · S 47%
Number of Stocks
45
32
Portfolio P/E
29.66
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%