Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.88%
9.87%
6 Months
17.49%
46.37%
1 Year
9.72%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
6.83%
39.89%
Fund Age
2 yrs 3 mo
20 mo
AUM
₹104.19 Cr
₹147.17 Cr
Alpha – 1 Year
6.74%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%