Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
−2.57%
6 Months
8.39%
25.88%
1 Year
14.45%
19.47%
3 Years
20.39%
25.74%
5 Years
20.20%
—
Since Inception
16.82%
23.24%
Fund Age
7 yrs 10 mo
3 yrs 1 mo
AUM
₹12.77 Cr
₹507.13 Cr
Alpha – 1 Year
7.59%
16.49%
Alpha – 3 Years
9.35%
13.85%
Information Ratio – 3 Years
0.38
0.94
Volatility – 1 Year
12.27%
20.27%
Volatility – 3 Years
16.07%
18.08%
Beta – 1 Year
1.23
0.86
Beta – 3 Years
1.51
0.86
Sharpe Ratio – 1 Year
0.74
0.71
Sharpe Ratio – 3 Years
0.80
1.07
Worst Rolling Year
6.14%
22.47%
Value at Worst Rolling Year
₹1.06 Cr
₹1.22 Cr
Deepest Drawdown
−17.38%
−21.35%
Recovery Period
243 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 19% · S 28%
L 10% · M 12% · S 65%
Number of Stocks
23
20
Portfolio P/E
26.00
45.78
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
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 · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%