Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−2.57%
6 Months
3.88%
25.88%
1 Year
−7.98%
19.47%
3 Years
11.06%
25.74%
5 Years
10.06%
—
Since Inception
11.56%
23.24%
Fund Age
5 yrs 3 mo
3 yrs 1 mo
AUM
₹106.37 Cr
₹507.13 Cr
Alpha – 1 Year
−10.96%
16.49%
Alpha – 3 Years
−0.82%
13.85%
Information Ratio – 3 Years
0.00
0.94
Volatility – 1 Year
16.00%
20.27%
Volatility – 3 Years
17.59%
18.08%
Beta – 1 Year
0.79
0.86
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.78
0.71
Sharpe Ratio – 3 Years
0.42
1.07
Worst Rolling Year
—
22.47%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
—
−21.35%
Recovery Period
—
427 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.46%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%