Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Merisis Smartblend ETF
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Merisis Smartblend ETF
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
0.11%
6 Months
17.49%
2.14%
1 Year
9.72%
23.87%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
23.48%
Fund Age
2 yrs 3 mo
12 mo
AUM
₹104.19 Cr
₹6.15 Cr
Alpha – 1 Year
6.74%
24.22%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
14.34%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
0.74
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
1.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−11.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 15% · M 12% · S 21%
Number of Stocks
45
9
Portfolio P/E
29.66
97.80
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%
Nippon India ETF Nifty 50 BeES · 21.80%
Cash & Cash Equivalent · 15.75%
HDFC NIFTY Smallcap 250 ETF · 14.58%
IndiGrid Infrastructure Trust · 9.73%
Nippon India Nifty Pharma ETF · 8.23%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Healthcare · 16.42%
Automobile and Auto Components · 13.80%
Financial Services · 11.16%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
– / 0% / 0%