Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
2.75%
6 Months
17.49%
8.17%
1 Year
9.72%
3.28%
3 Years
—
8.41%
5 Years
—
12.53%
Since Inception
6.83%
11.01%
Fund Age
2 yrs 3 mo
12 yrs 9 mo
AUM
₹104.19 Cr
₹16.57 Cr
Alpha – 1 Year
6.74%
−1.44%
Alpha – 3 Years
—
−3.68%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
24.22%
20.74%
Volatility – 3 Years
—
17.91%
Beta – 1 Year
1.13
1.13
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.27
0.00
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
-16.89%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−19.46%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
73.60%
Median Rolling Year
—
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 3% · M 1% · S 92%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%