Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
17.49%
12.02%
1 Year
9.72%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
6.83%
2.03%
Fund Age
2 yrs 3 mo
1 yr 10 mo
AUM
₹104.19 Cr
₹167.29 Cr
Alpha – 1 Year
6.74%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.13
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−19.46%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 1% · S 92%
M 5% · S 94%
Number of Stocks
45
20
Portfolio P/E
29.66
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 1.5% / 0%