Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
−2.57%
6 Months
4.25%
25.88%
1 Year
−3.44%
19.47%
3 Years
9.79%
25.74%
5 Years
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Since Inception
10.87%
23.24%
Fund Age
3 yrs
3 yrs 1 mo
AUM
₹15.27 Cr
₹507.13 Cr
Alpha – 1 Year
−3.09%
16.49%
Alpha – 3 Years
0.79%
13.85%
Information Ratio – 3 Years
0.12
0.94
Volatility – 1 Year
22.93%
20.27%
Volatility – 3 Years
21.19%
18.08%
Beta – 1 Year
1.23
0.86
Beta – 3 Years
1.16
0.86
Sharpe Ratio – 1 Year
-0.28
0.71
Sharpe Ratio – 3 Years
0.30
1.07
Worst Rolling Year
9.80%
22.47%
Value at Worst Rolling Year
₹1.10 Cr
₹1.22 Cr
Deepest Drawdown
−27.79%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
24.46%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 0% · S 97%
L 10% · M 12% · S 65%
Number of Stocks
46
20
Portfolio P/E
22.80
45.78
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%