Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha 250 vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha 250
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
2.23%
−2.57%
6 Months
5.86%
25.88%
1 Year
18.36%
19.47%
3 Years
18.72%
25.74%
5 Years
—
—
Since Inception
18.90%
23.24%
Fund Age
3 yrs
3 yrs 1 mo
AUM
₹750.57 Cr
₹507.13 Cr
Alpha – 1 Year
13.64%
16.49%
Alpha – 3 Years
6.63%
13.85%
Information Ratio – 3 Years
0.54
0.94
Volatility – 1 Year
20.46%
20.27%
Volatility – 3 Years
21.62%
18.08%
Beta – 1 Year
1.00
0.86
Beta – 3 Years
1.18
0.86
Sharpe Ratio – 1 Year
0.66
0.71
Sharpe Ratio – 3 Years
0.66
1.07
Worst Rolling Year
18.50%
22.47%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−29.06%
−21.35%
Recovery Period
394 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.09%
24.46%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 37% · M 53% · S 9%
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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%