Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.73%
6 Months
17.49%
9.02%
1 Year
9.72%
1.62%
3 Years
—
4.68%
5 Years
—
—
Since Inception
6.83%
5.77%
Fund Age
2 yrs 3 mo
4 yrs 7 mo
AUM
₹104.19 Cr
₹13.09 Cr
Alpha – 1 Year
6.74%
−3.10%
Alpha – 3 Years
—
−7.41%
Information Ratio – 3 Years
—
-1.02
Volatility – 1 Year
24.22%
18.69%
Volatility – 3 Years
—
17.05%
Beta – 1 Year
1.13
0.99
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.27
-0.11
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.83%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−19.46%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 33% · M 17% · S 45%
Number of Stocks
45
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—