Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
IFM Flexicap Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−1.88%
1.96%
6 Months
17.49%
11.95%
1 Year
9.72%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
0.34%
Fund Age
2 yrs 3 mo
13 mo
AUM
₹104.19 Cr
₹18.23 Cr
Alpha – 1 Year
6.74%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 3% · M 1% · S 92%
L 48% · M 3% · S 35%
Number of Stocks
45
13
Portfolio P/E
29.66
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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