Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
4.02%
6 Months
17.49%
10.61%
1 Year
9.72%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
6.83%
12.23%
Fund Age
2 yrs 3 mo
7 yrs 7 mo
AUM
₹104.19 Cr
₹1,666.24 Cr
Alpha – 1 Year
6.74%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
24.22%
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
1.13
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.27
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−19.46%
−23.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%