Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs NARNOLIA FUSION OPPORTUNITY STRATEGY
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Axis - Emerging Stars Portfolio
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
2.32%
6 Months
17.49%
15.18%
1 Year
9.72%
5.18%
3 Years
—
8.86%
5 Years
—
—
Since Inception
6.83%
14.74%
Fund Age
2 yrs 3 mo
3 yrs 11 mo
AUM
₹104.19 Cr
₹36.85 Cr
Alpha – 1 Year
6.74%
5.53%
Alpha – 3 Years
—
−0.14%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
24.22%
17.33%
Volatility – 3 Years
—
18.22%
Beta – 1 Year
1.13
0.72
Beta – 3 Years
—
0.66
Sharpe Ratio – 1 Year
0.27
0.08
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.46%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%