Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Green Lantern - Growth Fund
Return for the risk
3 yrs return
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.81%
6 Months
17.49%
9.83%
1 Year
9.72%
13.53%
3 Years
—
28.65%
5 Years
—
30.15%
Since Inception
6.83%
22.72%
Fund Age
2 yrs 3 mo
8 yrs 8 mo
AUM
₹104.19 Cr
₹1,835.92 Cr
Alpha – 1 Year
6.74%
8.81%
Alpha – 3 Years
—
16.56%
Information Ratio – 3 Years
—
1.28
Volatility – 1 Year
24.22%
19.12%
Volatility – 3 Years
—
18.89%
Beta – 1 Year
1.13
0.96
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.27
0.47
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
-6.00%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−19.46%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
—
97.32%
Median Rolling Year
—
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%