Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.44%
6 Months
17.49%
14.84%
1 Year
9.72%
−4.03%
3 Years
—
5.65%
5 Years
—
—
Since Inception
6.83%
11.22%
Fund Age
2 yrs 3 mo
3 yrs 7 mo
AUM
₹104.19 Cr
₹83.14 Cr
Alpha – 1 Year
6.74%
−3.68%
Alpha – 3 Years
—
−3.35%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
24.22%
22.60%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.27
-0.31
Sharpe Ratio – 3 Years
—
0.11
Worst Rolling Year
—
4.98%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−19.46%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 9% · M 28% · S 60%
Number of Stocks
45
27
Portfolio P/E
29.66
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%