Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.88%
0.12%
6 Months
17.49%
0.78%
1 Year
9.72%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
4.91%
Fund Age
2 yrs 3 mo
2 yrs 3 mo
AUM
₹104.19 Cr
₹1.52 Cr
Alpha – 1 Year
6.74%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−13.58%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
L 64% · M 1% · S 35%
Number of Stocks
45
28
Portfolio P/E
29.66
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%