Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.88%
2.31%
6 Months
17.49%
2.53%
1 Year
9.72%
6.47%
3 Years
—
7.48%
5 Years
—
—
Since Inception
6.83%
8.12%
Fund Age
2 yrs 3 mo
3 yrs 3 mo
AUM
₹104.19 Cr
₹32.76 Cr
Alpha – 1 Year
6.74%
−0.39%
Alpha – 3 Years
—
−3.56%
Information Ratio – 3 Years
—
-0.35
Volatility – 1 Year
24.22%
5.60%
Volatility – 3 Years
—
5.15%
Beta – 1 Year
1.13
0.43
Beta – 3 Years
—
0.49
Sharpe Ratio – 1 Year
0.27
0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
6.82%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.46%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
—
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%
—
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%