Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
−2.57%
6 Months
0.51%
25.88%
1 Year
12.01%
19.47%
3 Years
12.45%
25.74%
5 Years
—
—
Since Inception
12.40%
23.24%
Fund Age
3 yrs
3 yrs 1 mo
AUM
₹22.7 Cr
₹507.13 Cr
Alpha – 1 Year
12.36%
16.49%
Alpha – 3 Years
3.45%
13.85%
Information Ratio – 3 Years
0.50
0.94
Volatility – 1 Year
19.89%
20.27%
Volatility – 3 Years
17.57%
18.08%
Beta – 1 Year
1.18
0.86
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
0.40
0.71
Sharpe Ratio – 3 Years
0.46
1.07
Worst Rolling Year
12.43%
22.47%
Value at Worst Rolling Year
₹1.12 Cr
₹1.22 Cr
Deepest Drawdown
−26.54%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
24.46%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 99%
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%