Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
−0.98%
6 Months
17.49%
4.93%
1 Year
9.72%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
4.91%
Fund Age
2 yrs 3 mo
2 yrs 1 mo
AUM
₹104.19 Cr
₹8 Cr
Alpha – 1 Year
6.74%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−19.46%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 23% · M 8% · S 36%
Number of Stocks
45
30
Portfolio P/E
29.66
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%