Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
QED Capital - Core Equity
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%
2.59%
6 Months
17.49%
−7.48%
1 Year
9.72%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
2.29%
Fund Age
2 yrs 3 mo
16 mo
AUM
₹104.19 Cr
₹10.89 Cr
Alpha – 1 Year
6.74%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−13.29%
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 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
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%