Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Axis Kaizen Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
−2.57%
6 Months
−4.71%
25.88%
1 Year
−3.08%
19.47%
3 Years
0.90%
25.74%
5 Years
2.23%
—
Since Inception
3.05%
23.24%
Fund Age
8 yrs 1 mo
3 yrs 1 mo
AUM
₹0.38 Cr
₹507.13 Cr
Alpha – 1 Year
−2.73%
16.49%
Alpha – 3 Years
−8.10%
13.85%
Information Ratio – 3 Years
-0.39
0.94
Volatility – 1 Year
6.90%
20.27%
Volatility – 3 Years
8.35%
18.08%
Beta – 1 Year
0.35
0.86
Beta – 3 Years
0.40
0.86
Sharpe Ratio – 1 Year
-1.18
0.71
Sharpe Ratio – 3 Years
-0.31
1.07
Worst Rolling Year
0.90%
22.47%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−16.09%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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 · 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)
3% / 2% / 1%
3% / 2% / 1%