Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
−2.57%
6 Months
27.61%
25.88%
1 Year
16.90%
19.47%
3 Years
25.00%
25.74%
5 Years
21.60%
—
Since Inception
24.00%
23.24%
Fund Age
9 yrs 8 mo
3 yrs 1 mo
AUM
₹20.03 Cr
₹507.13 Cr
Alpha – 1 Year
12.18%
16.49%
Alpha – 3 Years
12.90%
13.85%
Information Ratio – 3 Years
0.89
0.94
Volatility – 1 Year
24.67%
20.27%
Volatility – 3 Years
25.07%
18.08%
Beta – 1 Year
1.19
0.86
Beta – 3 Years
1.24
0.86
Sharpe Ratio – 1 Year
0.53
0.71
Sharpe Ratio – 3 Years
0.81
1.07
Worst Rolling Year
-7.27%
22.47%
Value at Worst Rolling Year
₹0.93 Cr
₹1.22 Cr
Deepest Drawdown
−21.64%
−21.35%
Recovery Period
153 days
427 days
1-Year Rolling Windows Positive
83.74%
100.00%
Median Rolling Year
28.55%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 4% · S 95%
L 10% · M 12% · S 65%
Number of Stocks
118
20
Portfolio P/E
—
45.78
Top 5 Holdings
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
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
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
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% / –
3% / 2% / 1%