Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−1.88%
−0.25%
6 Months
17.49%
3.36%
1 Year
9.72%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
6.83%
10.42%
Fund Age
2 yrs 3 mo
16 yrs 11 mo
AUM
₹104.19 Cr
₹257.93 Cr
Alpha – 1 Year
6.74%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
24.22%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
1.13
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
0.27
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%