Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.81%
6 Months
17.49%
1.04%
1 Year
9.72%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
6.83%
8.72%
Fund Age
2 yrs 3 mo
4 yrs 3 mo
AUM
₹104.19 Cr
₹53.49 Cr
Alpha – 1 Year
6.74%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.13
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
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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%
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Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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