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Axis Emerging Stars Portfolio

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of Mid & Small cap companies.

Portfolio Alpha (SI)
8.77%
Since Inception Return
Inception Date
22 Apr 2024
Benchmark
BSE 500 TRI
Investment Style
Mid & Small Cap
No of Holdings
45 stocks
Strategy Type
Equity
Track Record
2+ years

Investment Objective & Approach

High Conviction

High conviction mid and small cap strategy investing in high quality portfolios

Scalable Business

Invest in businesses with scalable business models and operating moats

Sector Diversification

The portfolio will be diversified across sectors and themes

Selective Large Cap

Strategy may also allocate selectively to large cap companies based on qualitative attributes

Growth of Investment Value

Over Time (Rebased to 100)

SI Return
8.77%
Benchmark
6.84%

Strong alpha generation in Mid & Small cap space.

TWRR Basis

Trailing Returns (%)

3 Months12.16%
6 Months27.53%
1 Year17.79%
2 Years6.89%

Market Cap Exposure

MixMarket Cap
Large Cap
1.8%
Mid Cap
95.9%
Small Cap
0.9%
Cash & Others
1.4%

Sector Exposure

Top Sector: Capital Goods
Capital Goods33%
Consumer Services22.3%
Financial Services11.3%
Healthcare11%
Information Technology10.6%
Others10.5%

Performance Overview

6 Months Return
27.53%
Strategy Return
1.43%
Benchmark
3 Months Return
12.16%
Strategy Return
3.86%
Benchmark

Portfolio Attributes

Portfolio Beta
1.07
Sharpe Ratio
0.11
Standard Deviation
14.8%
Avg Market Cap
₹18,958 Cr

Who Should Invest?

Long-term investors (3+ years)
High risk appetite
Investors seeking exposure to Mid & Small Cap space
Investors looking for potentially high growth

Top 10 Holdings

1
EPL Ltd
7.23%
2
Welspun Corp Limited
5.39%
3
Sagility India Ltd
3.77%
4
Cartrade Tech Ltd
3.66%
5
Syrma SGS Technology Ltd
3.44%
6
Shilpa Medicare Ltd
3.28%
7
Ujjivan Small Finance Bank
3.16%
8
Rategain Travel Technologies
3.11%
9
Senco Gold Ltd
3.07%
10
Alivus Life Sciences Ltd
2.88%

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.