Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
0.77%
6 Months
17.49%
0.72%
1 Year
9.72%
7.26%
3 Years
—
15.71%
5 Years
—
16.27%
Since Inception
6.83%
18.01%
Fund Age
2 yrs 3 mo
7 yrs 11 mo
AUM
₹104.19 Cr
₹14,208.27 Cr
Alpha – 1 Year
6.74%
2.54%
Alpha – 3 Years
—
3.62%
Information Ratio – 3 Years
—
0.79
Volatility – 1 Year
24.22%
16.69%
Volatility – 3 Years
—
15.09%
Beta – 1 Year
1.13
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.27
0.18
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.54%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.46%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 68% · M 7% · S 24%
Number of Stocks
45
42
Portfolio P/E
29.66
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%