Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA liquid vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA liquid
Axis Kaizen Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
−2.57%
6 Months
1.97%
25.88%
1 Year
4.21%
19.47%
3 Years
4.52%
25.74%
5 Years
4.00%
—
Since Inception
3.68%
23.24%
Fund Age
5 yrs 7 mo
3 yrs 1 mo
AUM
₹36.08 Cr
₹507.13 Cr
Alpha – 1 Year
−1.09%
16.49%
Alpha – 3 Years
−2.40%
13.85%
Information Ratio – 3 Years
—
0.94
Volatility – 1 Year
0.13%
20.27%
Volatility – 3 Years
0.18%
18.08%
Beta – 1 Year
0.00
0.86
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-8.15
0.71
Sharpe Ratio – 3 Years
-4.58
1.07
Worst Rolling Year
2.94%
22.47%
Value at Worst Rolling Year
₹1.03 Cr
₹1.22 Cr
Deepest Drawdown
—
−21.35%
Recovery Period
—
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
4.38%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 10% · M 12% · S 65%
Number of Stocks
1
20
Portfolio P/E
—
45.78
Top 5 Holdings
DSP BSE Liquid Rate ETF · 100.00%
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
Others · 100.00%
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%