Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
−2.57%
6 Months
8.65%
25.88%
1 Year
14.07%
19.47%
3 Years
8.50%
25.74%
5 Years
7.26%
—
Since Inception
13.68%
23.24%
Fund Age
6 yrs 11 mo
3 yrs 1 mo
AUM
₹234.24 Cr
₹507.13 Cr
Alpha – 1 Year
9.35%
16.49%
Alpha – 3 Years
−3.59%
13.85%
Information Ratio – 3 Years
-0.32
0.94
Volatility – 1 Year
17.05%
20.27%
Volatility – 3 Years
19.82%
18.08%
Beta – 1 Year
0.90
0.86
Beta – 3 Years
1.09
0.86
Sharpe Ratio – 1 Year
0.55
0.71
Sharpe Ratio – 3 Years
0.25
1.07
Worst Rolling Year
4.86%
22.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.22 Cr
Deepest Drawdown
−34.92%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.62%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 10% · M 12% · S 65%
Number of Stocks
70
20
Portfolio P/E
29.14
45.78
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
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 · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
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%