Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
1.02%
6 Months
17.49%
20.43%
1 Year
9.72%
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
20.69%
Fund Age
2 yrs 3 mo
2 yrs 8 mo
AUM
₹104.19 Cr
₹320.35 Cr
Alpha – 1 Year
6.74%
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−12.04%
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 5% · M 36% · S 51%
Number of Stocks
45
29
Portfolio P/E
29.66
40.22
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%
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%