Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
0.41%
6 Months
17.49%
20.81%
1 Year
9.72%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
6.83%
14.77%
Fund Age
2 yrs 3 mo
4 yrs 6 mo
AUM
₹104.19 Cr
₹751.68 Cr
Alpha – 1 Year
6.74%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
24.22%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
1.13
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
0.27
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−19.46%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 16% · M 11% · S 70%
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%