Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
ICICI Prudential- Rising Stars Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
−6.06%
6 Months
17.49%
14.81%
1 Year
9.72%
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3 Years
—
—
5 Years
—
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Since Inception
6.83%
6.62%
Fund Age
2 yrs 3 mo
7 mo
AUM
₹104.19 Cr
₹376.54 Cr
Alpha – 1 Year
6.74%
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Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
24.22%
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Volatility – 3 Years
—
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Beta – 1 Year
1.13
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
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Deepest Drawdown
−19.46%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 3% · M 1% · S 92%
L 2% · M 28% · S 68%
Number of Stocks
45
33
Portfolio P/E
29.66
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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%
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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