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Emerging Stars Portfolio
Emerging Stars Portfolio

Emerging Stars Portfolio

  • Axis Asset Management Company Ltd
  • Small AND Mid Cap
  • 19
    Out of 59*
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Portfolio age2 years, 6 months
4.93%
-0.09%
Hurdle Rate**12.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.4%)
Allocation by Market Cap
Small Cap (95.92%)
Mid Cap (0.88%)
Large Cap (1.8%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
106.31
(As on Aug, 2026)
Inception Date
Apr 22, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
12.00%
Profit Sharing
20% Profit sharing above 12% Hurdle
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INVESTMENT PHILOSOPHY

Objective

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

Investment Approach

Axis Emerging Stars portfolio is a high conviction mid and small cap strategy. The strategy aims to generate long term capital appreciation by investing in a high quality portfolio of mid and small cap companies with scalable business models and operating moats that have the potential to scale up businesses in a secular manner going forward. The portfolio will be diversified across sectors and themes.

Calculators

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PEER ANALYSIS

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Emerging Stars Portfolio
AUM (₹ Cr)
₹106.31 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
17 Out of 64
Fixed Fee
2.50%
Scheme Return
4.93%
Benchmark Return
-0.09%
Ameya Fund
AUM (₹ Cr)
₹264.41 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
1 Out of 64
Fixed Fee
2.00%
Scheme Return
9.87%
Benchmark Return
-0.09%
Atom
AUM (₹ Cr)
₹10.70 Cr
Hurdle Rate
10.00% or 10.00%
Benchmark
BSE 500 TRI
Category Rank
2 Out of 64
Fixed Fee
2.50%
Scheme Return
9.87%
Benchmark Return
-0.09%
Xylem Maverick Strategy
AUM (₹ Cr)
₹83.85 Cr
Hurdle Rate
15.00%
Benchmark
BSE 500 TRI
Category Rank
3 Out of 64
Fixed Fee
No Option
Scheme Return
9.42%
Benchmark Return
-0.09%
Vallum Capital - Vallum India Discovery
AUM (₹ Cr)
₹1,339.42 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 64
Fixed Fee
No Option
Scheme Return
8.27%
Benchmark Return
-0.09%
AAA Couture
AUM (₹ Cr)
₹481.95 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 64
Fixed Fee
2.50%
Scheme Return
7.93%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Axis Asset Management Company Ltd
Axis Asset Management Company Ltd manages assets worth Rs 15433.43 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

15,433.43 (As on Aug, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Axis - Core and Satellite
AUM (₹ Cr)
₹89.98 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
65 Out of 286
Fixed Fee
2.50%
Scheme Return
5.11%
Benchmark Return
-1.14%
Emerging Stars Portfolio
AUM (₹ Cr)
₹106.31 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
17 Out of 64
Fixed Fee
2.50%
Scheme Return
4.93%
Benchmark Return
-0.09%
Axis - Brand Equity
AUM (₹ Cr)
₹801.25 Cr
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
140 Out of 286
Fixed Fee
2.50%
Scheme Return
2.61%
Benchmark Return
-1.14%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Emerging Stars Portfolio?
The hurdle rate of Emerging Stars Portfolio is 12.00%.
What is the fixed fee charged in Emerging Stars Portfolio ?
The fixed fee charged in Emerging Stars Portfolio is 2.50%.
What is the variable fee charged in Emerging Stars Portfolio ?
The variable fee charged in Emerging Stars Portfolio is 1.50%.
What is the profit sharing in Emerging Stars Portfolio ?
The profit sharing in Emerging Stars Portfolio is 20% Profit sharing above 12% Hurdle.
What is the minimum investment in Emerging Stars Portfolio ?
The minimum investment in Emerging Stars Portfolio is ₹50 Lacs
What type of scheme is Emerging Stars Portfolio?
Emerging Stars Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Emerging Stars Portfolio?
The inception date of Emerging Stars Portfolio is Apr 22, 2024.
What is the exit load of Emerging Stars Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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