Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
4.17%
6 Months
17.49%
20.15%
1 Year
9.72%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
6.83%
17.47%
Fund Age
2 yrs 3 mo
5 yrs 8 mo
AUM
₹104.19 Cr
₹112.12 Cr
Alpha – 1 Year
6.74%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
24.22%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.13
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
0.27
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−19.46%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
M 39% · S 59%
Number of Stocks
45
28
Portfolio P/E
29.66
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%