Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Axis Kaizen Portfolio
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
−2.57%
6 Months
52.84%
25.88%
1 Year
44.79%
19.47%
3 Years
—
25.74%
5 Years
—
—
Since Inception
24.04%
23.24%
Fund Age
19 mo
3 yrs 1 mo
AUM
₹65.12 Cr
₹507.13 Cr
Alpha – 1 Year
40.07%
16.49%
Alpha – 3 Years
—
13.85%
Information Ratio – 3 Years
—
0.94
Volatility – 1 Year
32.99%
20.27%
Volatility – 3 Years
—
18.08%
Beta – 1 Year
1.48
0.86
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
1.12
0.71
Sharpe Ratio – 3 Years
—
1.07
Worst Rolling Year
—
22.47%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−15.77%
−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 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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
—
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%