Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
0.32%
6 Months
17.49%
4.47%
1 Year
9.72%
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
13.40%
Fund Age
2 yrs 3 mo
2 yrs 8 mo
AUM
₹104.19 Cr
₹11.72 Cr
Alpha – 1 Year
6.74%
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
9.16%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
0.51
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-1.67
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−14.15%
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 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
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%