Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
−2.57%
6 Months
19.63%
25.88%
1 Year
10.64%
19.47%
3 Years
12.35%
25.74%
5 Years
10.14%
—
Since Inception
15.37%
23.24%
Fund Age
7 yrs 4 mo
3 yrs 1 mo
AUM
₹270.22 Cr
₹507.13 Cr
Alpha – 1 Year
5.92%
16.49%
Alpha – 3 Years
0.26%
13.85%
Information Ratio – 3 Years
0.03
0.94
Volatility – 1 Year
18.45%
20.27%
Volatility – 3 Years
15.68%
18.08%
Beta – 1 Year
0.92
0.86
Beta – 3 Years
0.90
0.86
Sharpe Ratio – 1 Year
0.35
0.71
Sharpe Ratio – 3 Years
0.49
1.07
Worst Rolling Year
6.65%
22.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−22.78%
−21.35%
Recovery Period
153 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 10% · M 12% · S 65%
Number of Stocks
44
20
Portfolio P/E
41.34
45.78
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%