Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
Axis - Emerging Stars Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
−1.88%
6 Months
10.15%
17.49%
1 Year
12.93%
9.72%
3 Years
12.10%
—
5 Years
10.60%
—
Since Inception
13.10%
6.83%
Fund Age
10 yrs 8 mo
2 yrs 3 mo
AUM
₹49.28 Cr
₹104.19 Cr
Alpha – 1 Year
8.21%
6.74%
Alpha – 3 Years
0.00%
—
Information Ratio – 3 Years
0.10
—
Volatility – 1 Year
16.76%
24.22%
Volatility – 3 Years
17.14%
—
Beta – 1 Year
0.93
1.13
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.49
0.27
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
-3.09%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−23.63%
−19.46%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
93.47%
—
Median Rolling Year
15.06%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 21% · S 22%
L 3% · M 1% · S 92%
Number of Stocks
82
45
Portfolio P/E
—
29.66
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Financial Services · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
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)
2% / 1% / 0%
1% / 0% / 0%