Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha Small cap vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha Small cap
Axis Kaizen Portfolio
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.97%
−2.57%
6 Months
29.53%
25.88%
1 Year
21.75%
19.47%
3 Years
—
25.74%
5 Years
—
—
Since Inception
18.46%
23.24%
Fund Age
2 yrs 8 mo
3 yrs 1 mo
AUM
₹8.13 Cr
₹507.13 Cr
Alpha – 1 Year
17.03%
16.49%
Alpha – 3 Years
—
13.85%
Information Ratio – 3 Years
—
0.94
Volatility – 1 Year
21.90%
20.27%
Volatility – 3 Years
—
18.08%
Beta – 1 Year
0.99
0.86
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.76
0.71
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
22.47%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−16.80%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.46%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 12% · S 87%
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
Welspun Corp Ltd · 7.37%
Syrma SGS Technology Ltd · 6.40%
Usha Martin Ltd · 5.72%
Granules India Ltd · 5.60%
Narayana Hrudayalaya Ltd · 5.58%
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)
1% / 0% / 0%
3% / 2% / 1%