Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−1.88%
1.20%
6 Months
17.49%
13.72%
1 Year
9.72%
3.07%
3 Years
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—
5 Years
—
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Since Inception
6.83%
−0.94%
Fund Age
2 yrs 3 mo
14 mo
AUM
₹104.19 Cr
₹136.71 Cr
Alpha – 1 Year
6.74%
−1.65%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−22.05%
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%
M 20% · S 80%
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies 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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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