Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
7.60%
6 Months
17.49%
26.61%
1 Year
9.72%
33.69%
3 Years
—
25.74%
5 Years
—
21.83%
Since Inception
6.83%
—
Fund Age
2 yrs 3 mo
8 yrs 4 mo
AUM
₹104.19 Cr
₹158.52 Cr
Alpha – 1 Year
6.74%
29.93%
Alpha – 3 Years
—
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
24.22%
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.27
1.29
Sharpe Ratio – 3 Years
—
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 31% · M 28% · S 38%
Number of Stocks
45
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%