Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
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
0.47%
−2.57%
6 Months
−2.07%
25.88%
1 Year
−0.17%
19.47%
3 Years
9.32%
25.74%
5 Years
7.90%
—
Since Inception
11.39%
23.24%
Fund Age
7 yrs 6 mo
3 yrs 1 mo
AUM
₹2.61 Cr
₹507.13 Cr
Alpha – 1 Year
0.18%
16.49%
Alpha – 3 Years
0.32%
13.85%
Information Ratio – 3 Years
0.24
0.94
Volatility – 1 Year
16.91%
20.27%
Volatility – 3 Years
14.31%
18.08%
Beta – 1 Year
1.05
0.86
Beta – 3 Years
1.01
0.86
Sharpe Ratio – 1 Year
-0.24
0.71
Sharpe Ratio – 3 Years
0.31
1.07
Worst Rolling Year
7.30%
22.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−17.23%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 10% · M 12% · S 65%
Number of Stocks
26
20
Portfolio P/E
24.76
45.78
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%