Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Emkay Investments - Indias Golden Decade of Growth
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%
2.09%
6 Months
17.49%
11.86%
1 Year
9.72%
5.85%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
15.00%
Fund Age
2 yrs 3 mo
2 yrs 10 mo
AUM
₹104.19 Cr
₹101.25 Cr
Alpha – 1 Year
6.74%
1.13%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
21.08%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.15
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−17.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 3% · M 1% · S 92%
L 39% · M 19% · S 43%
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 · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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