Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
QED Capital - Alphabets
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
4.25%
6 Months
17.49%
7.44%
1 Year
9.72%
14.27%
3 Years
—
13.32%
5 Years
—
10.94%
Since Inception
6.83%
15.43%
Fund Age
2 yrs 3 mo
5 yrs 4 mo
AUM
₹104.19 Cr
₹21.45 Cr
Alpha – 1 Year
6.74%
9.55%
Alpha – 3 Years
—
1.23%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
24.22%
12.68%
Volatility – 3 Years
—
17.36%
Beta – 1 Year
1.13
0.58
Beta – 3 Years
—
0.73
Sharpe Ratio – 1 Year
0.27
0.70
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.46%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%