Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.68%
6 Months
17.49%
12.22%
1 Year
9.72%
16.41%
3 Years
—
12.88%
5 Years
—
—
Since Inception
6.83%
15.20%
Fund Age
2 yrs 3 mo
3 yrs 7 mo
AUM
₹104.19 Cr
₹890.3 Cr
Alpha – 1 Year
6.74%
11.69%
Alpha – 3 Years
—
0.79%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
24.22%
18.16%
Volatility – 3 Years
—
14.87%
Beta – 1 Year
1.13
0.92
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.27
0.64
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
11.39%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−19.46%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.55%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 31% · M 50% · S 18%
Number of Stocks
45
20
Portfolio P/E
29.66
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%