Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
0.91%
6 Months
17.49%
22.17%
1 Year
9.72%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
6.83%
22.14%
Fund Age
2 yrs 3 mo
7 yrs 4 mo
AUM
₹104.19 Cr
₹1,280.4 Cr
Alpha – 1 Year
6.74%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
24.22%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.27
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−19.46%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
S 100%
Number of Stocks
45
18
Portfolio P/E
29.66
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%