Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-IVP
Axis - Emerging Stars Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.91%
−1.88%
6 Months
−1.55%
17.49%
1 Year
2.26%
9.72%
3 Years
3.37%
—
5 Years
4.66%
—
Since Inception
9.07%
6.83%
Fund Age
6 yrs 8 mo
2 yrs 3 mo
AUM
₹55.15 Cr
₹104.19 Cr
Alpha – 1 Year
−0.72%
6.74%
Alpha – 3 Years
−8.51%
—
Information Ratio – 3 Years
-1.16
—
Volatility – 1 Year
17.30%
24.22%
Volatility – 3 Years
16.20%
—
Beta – 1 Year
0.96
1.13
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.10
0.27
Sharpe Ratio – 3 Years
-0.05
—
Worst Rolling Year
0.65%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−23.57%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
—
Median Rolling Year
10.16%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 3% · M 1% · S 92%
Number of Stocks
26
45
Portfolio P/E
31.94
29.66
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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)
0% / 0% / 0%
1% / 0% / 0%