Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Hanut - Fundamental Quant
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.57%
6 Months
17.49%
13.27%
1 Year
9.72%
19.25%
3 Years
—
19.26%
5 Years
—
12.69%
Since Inception
6.83%
18.49%
Fund Age
2 yrs 3 mo
7 yrs 3 mo
AUM
₹104.19 Cr
₹40.18 Cr
Alpha – 1 Year
6.74%
14.53%
Alpha – 3 Years
—
7.17%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
24.22%
26.49%
Volatility – 3 Years
—
18.75%
Beta – 1 Year
1.13
1.37
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.27
0.59
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
12.14%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−19.46%
−15.45%
Recovery Period
Not yet recovered
24 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 13% · M 41% · S 44%
Number of Stocks
45
36
Portfolio P/E
29.66
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%