Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
IFM Largecap Fund
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%
−0.16%
6 Months
17.49%
−3.46%
1 Year
9.72%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
−3.49%
Fund Age
2 yrs 3 mo
14 mo
AUM
₹104.19 Cr
₹116.7 Cr
Alpha – 1 Year
6.74%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
45
26
Portfolio P/E
29.66
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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