Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
6.10%
6 Months
17.49%
8.11%
1 Year
9.72%
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
6.83%
13.75%
Fund Age
2 yrs 3 mo
5 yrs 5 mo
AUM
₹104.19 Cr
₹205.48 Cr
Alpha – 1 Year
6.74%
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
24.22%
23.93%
Volatility – 3 Years
—
22.69%
Beta – 1 Year
1.13
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.27
-0.23
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−19.46%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 28% · M 36% · S 34%
Number of Stocks
45
29
Portfolio P/E
29.66
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%