Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
−2.57%
6 Months
5.51%
25.88%
1 Year
6.39%
19.47%
3 Years
13.57%
25.74%
5 Years
12.29%
—
Since Inception
17.45%
23.24%
Fund Age
16 yrs 9 mo
3 yrs 1 mo
AUM
₹2,223.2 Cr
₹507.13 Cr
Alpha – 1 Year
1.67%
16.49%
Alpha – 3 Years
1.48%
13.85%
Information Ratio – 3 Years
0.57
0.94
Volatility – 1 Year
18.05%
20.27%
Volatility – 3 Years
15.15%
18.08%
Beta – 1 Year
1.02
0.86
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
0.14
0.71
Sharpe Ratio – 3 Years
0.62
1.07
Worst Rolling Year
-5.62%
22.47%
Value at Worst Rolling Year
₹0.94 Cr
₹1.22 Cr
Deepest Drawdown
−17.96%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 10% · M 12% · S 65%
Number of Stocks
55
20
Portfolio P/E
35.38
45.78
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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)
2% / 0% / 0%
3% / 2% / 1%