Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Axis Kaizen Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
−2.57%
6 Months
−2.22%
25.88%
1 Year
−4.46%
19.47%
3 Years
4.69%
25.74%
5 Years
4.88%
—
Since Inception
9.48%
23.24%
Fund Age
8 yrs 11 mo
3 yrs 1 mo
AUM
₹242.51 Cr
₹507.13 Cr
Alpha – 1 Year
−7.44%
16.49%
Alpha – 3 Years
−7.19%
13.85%
Information Ratio – 3 Years
-1.12
0.94
Volatility – 1 Year
16.89%
20.27%
Volatility – 3 Years
18.01%
18.08%
Beta – 1 Year
0.95
0.86
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.51
0.71
Sharpe Ratio – 3 Years
0.04
1.07
Worst Rolling Year
2.18%
22.47%
Value at Worst Rolling Year
₹1.02 Cr
₹1.22 Cr
Deepest Drawdown
−24.10%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 10% · M 12% · S 65%
Number of Stocks
34
20
Portfolio P/E
41.30
45.78
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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)
0% / 0% / 0%
3% / 2% / 1%