Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Incred Active Momentum Strategy
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%
2.70%
6 Months
17.49%
4.80%
1 Year
9.72%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
2.40%
Fund Age
2 yrs 3 mo
17 mo
AUM
₹104.19 Cr
₹16.3 Cr
Alpha – 1 Year
6.74%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−14.81%
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 61% · M 36%
Number of Stocks
45
25
Portfolio P/E
29.66
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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