Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
ValueQuest - Growth
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
1.42%
6 Months
17.49%
31.94%
1 Year
9.72%
21.84%
3 Years
—
17.21%
5 Years
—
16.75%
Since Inception
6.83%
18.18%
Fund Age
2 yrs 3 mo
13 yrs 5 mo
AUM
₹104.19 Cr
₹2,035.08 Cr
Alpha – 1 Year
6.74%
18.86%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
24.22%
24.29%
Volatility – 3 Years
—
19.24%
Beta – 1 Year
1.13
1.15
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.27
0.70
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-15.08%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
−19.46%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
—
82.66%
Median Rolling Year
—
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 3% · M 1% · S 92%
L 23% · M 1% · S 69%
Number of Stocks
45
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%