Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Valentis Advisors - Rising Star
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.72%
6 Months
17.49%
21.92%
1 Year
9.72%
13.71%
3 Years
—
12.32%
5 Years
—
14.28%
Since Inception
6.83%
17.32%
Fund Age
2 yrs 3 mo
10 yrs
AUM
₹104.19 Cr
₹1,140.87 Cr
Alpha – 1 Year
6.74%
10.73%
Alpha – 3 Years
—
0.43%
Information Ratio – 3 Years
—
0.05
Volatility – 1 Year
24.22%
27.06%
Volatility – 3 Years
—
23.47%
Beta – 1 Year
1.13
1.37
Beta – 3 Years
—
1.21
Sharpe Ratio – 1 Year
0.27
0.39
Sharpe Ratio – 3 Years
—
0.38
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%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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%
3% / 2% / 1%