Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Oro-alpha compounders
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
2.98%
6 Months
17.49%
−0.13%
1 Year
9.72%
−2.80%
3 Years
—
13.20%
5 Years
—
—
Since Inception
6.83%
13.51%
Fund Age
2 yrs 3 mo
3 yrs 8 mo
AUM
₹104.19 Cr
₹30.6 Cr
Alpha – 1 Year
6.74%
−5.78%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
24.22%
16.62%
Volatility – 3 Years
—
16.99%
Beta – 1 Year
1.13
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.27
-0.42
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.46%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 44% · M 26% · S 17%
Number of Stocks
45
24
Portfolio P/E
29.66
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
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% / 0%