Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
−2.57%
6 Months
5.61%
25.88%
1 Year
10.19%
19.47%
3 Years
9.70%
25.74%
5 Years
7.80%
—
Since Inception
13.10%
23.24%
Fund Age
14 yrs 11 mo
3 yrs 1 mo
AUM
₹88.88 Cr
₹507.13 Cr
Alpha – 1 Year
10.54%
16.49%
Alpha – 3 Years
0.70%
13.85%
Information Ratio – 3 Years
0.00
0.94
Volatility – 1 Year
15.04%
20.27%
Volatility – 3 Years
14.30%
18.08%
Beta – 1 Year
0.87
0.86
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.37
0.71
Sharpe Ratio – 3 Years
0.35
1.07
Worst Rolling Year
4.17%
22.47%
Value at Worst Rolling Year
₹1.04 Cr
₹1.22 Cr
Deepest Drawdown
−20.16%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 10% · M 12% · S 65%
Number of Stocks
37
20
Portfolio P/E
—
45.78
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%