Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
−0.19%
6 Months
17.49%
11.46%
1 Year
9.72%
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
6.83%
13.34%
Fund Age
2 yrs 3 mo
5 yrs 3 mo
AUM
₹104.19 Cr
₹34.29 Cr
Alpha – 1 Year
6.74%
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
24.22%
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
1.13
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.27
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.46%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 5% · M 7% · S 69%
Number of Stocks
45
37
Portfolio P/E
29.66
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%