Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
0.36%
6 Months
17.49%
5.01%
1 Year
9.72%
−5.33%
3 Years
—
1.25%
5 Years
—
−1.56%
Since Inception
6.83%
10.94%
Fund Age
2 yrs 3 mo
6 yrs 11 mo
AUM
₹104.19 Cr
₹122.91 Cr
Alpha – 1 Year
6.74%
−8.31%
Alpha – 3 Years
—
−10.64%
Information Ratio – 3 Years
—
-0.98
Volatility – 1 Year
24.22%
16.35%
Volatility – 3 Years
—
16.88%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.27
-0.59
Sharpe Ratio – 3 Years
—
-0.17
Worst Rolling Year
—
-5.79%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−19.46%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
54.01%
Median Rolling Year
—
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 3% · M 1% · S 92%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%