Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
−1.07%
6 Months
17.49%
4.90%
1 Year
9.72%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
8.35%
Fund Age
2 yrs 3 mo
2 yrs 11 mo
AUM
₹104.19 Cr
₹5.79 Cr
Alpha – 1 Year
6.74%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.13
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 23% · M 8% · S 15%
Number of Stocks
45
—
Portfolio P/E
29.66
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%