Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
Axis Kaizen Portfolio
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
−2.57%
6 Months
6.05%
25.88%
1 Year
15.36%
19.47%
3 Years
—
25.74%
5 Years
—
—
Since Inception
17.53%
23.24%
Fund Age
2 yrs 10 mo
3 yrs 1 mo
AUM
₹1.33 Cr
₹507.13 Cr
Alpha – 1 Year
15.71%
16.49%
Alpha – 3 Years
—
13.85%
Information Ratio – 3 Years
—
0.94
Volatility – 1 Year
15.48%
20.27%
Volatility – 3 Years
—
18.08%
Beta – 1 Year
0.83
0.86
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.66
0.71
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
22.47%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−10.68%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.46%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
L 10% · M 12% · S 65%
Number of Stocks
7
20
Portfolio P/E
—
45.78
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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 · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
3% / 2% / 1%