Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.40%
6 Months
17.49%
21.77%
1 Year
9.72%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
6.83%
24.82%
Fund Age
2 yrs 3 mo
3 yrs 1 mo
AUM
₹104.19 Cr
₹415.03 Cr
Alpha – 1 Year
6.74%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
24.22%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
1.13
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.27
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−19.46%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –