Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
4.05%
6 Months
17.49%
6.73%
1 Year
9.72%
−2.26%
3 Years
—
32.06%
5 Years
—
—
Since Inception
6.83%
37.04%
Fund Age
2 yrs 3 mo
3 yrs
AUM
₹104.19 Cr
₹174.65 Cr
Alpha – 1 Year
6.74%
−5.24%
Alpha – 3 Years
—
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
24.22%
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.13
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
0.27
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
−19.46%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
—
Number of Stocks
45
—
Portfolio P/E
29.66
—
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%
—
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
—
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%