Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Alpha 1 Strategy vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Alpha 1 Strategy
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
2.10%
−2.57%
6 Months
7.76%
25.88%
1 Year
8.69%
19.47%
3 Years
14.17%
25.74%
5 Years
—
—
Since Inception
18.23%
23.24%
Fund Age
3 yrs 4 mo
3 yrs 1 mo
AUM
₹10.3 Cr
₹507.13 Cr
Alpha – 1 Year
3.97%
16.49%
Alpha – 3 Years
2.09%
13.85%
Information Ratio – 3 Years
1.14
0.94
Volatility – 1 Year
18.17%
20.27%
Volatility – 3 Years
15.44%
18.08%
Beta – 1 Year
1.03
0.86
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.32
0.71
Sharpe Ratio – 3 Years
0.69
1.07
Worst Rolling Year
13.56%
22.47%
Value at Worst Rolling Year
₹1.14 Cr
₹1.22 Cr
Deepest Drawdown
−19.52%
−21.35%
Recovery Period
518 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.40%
24.46%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 10% · M 12% · S 65%
Number of Stocks
15
20
Portfolio P/E
—
45.78
Top 5 Holdings
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
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
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%