Portfolio Management Services (PMS)Compare Schemes
Alchemy Smart Alpha Micro & Small Cap vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Smart Alpha Micro & Small Cap
Axis Kaizen Portfolio
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.46%
−2.57%
6 Months
14.59%
25.88%
1 Year
18.47%
19.47%
3 Years
—
25.74%
5 Years
—
—
Since Inception
10.23%
23.24%
Fund Age
2 yrs 8 mo
3 yrs 1 mo
AUM
₹41.17 Cr
₹507.13 Cr
Alpha – 1 Year
13.75%
16.49%
Alpha – 3 Years
—
13.85%
Information Ratio – 3 Years
—
0.94
Volatility – 1 Year
26.26%
20.27%
Volatility – 3 Years
—
18.08%
Beta – 1 Year
1.27
0.86
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.57
0.71
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
22.47%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−15.20%
−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
S 99%
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 14.09%
Craftsman Automation Ltd · 5.20%
R R Kabel Ltd · 4.90%
DCB Bank Ltd · 4.67%
Jayaswal Neco Industries Ltd · 4.64%
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%