Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
−2.57%
6 Months
−7.28%
25.88%
1 Year
1.15%
19.47%
3 Years
9.13%
25.74%
5 Years
7.36%
—
Since Inception
8.07%
23.24%
Fund Age
8 yrs 1 mo
3 yrs 1 mo
AUM
₹172.71 Cr
₹507.13 Cr
Alpha – 1 Year
1.58%
16.49%
Alpha – 3 Years
0.57%
13.85%
Information Ratio – 3 Years
0.09
0.94
Volatility – 1 Year
24.79%
20.27%
Volatility – 3 Years
18.71%
18.08%
Beta – 1 Year
1.50
0.86
Beta – 3 Years
1.16
0.86
Sharpe Ratio – 1 Year
-0.05
0.71
Sharpe Ratio – 3 Years
0.27
1.07
Worst Rolling Year
0.74%
22.47%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−19.52%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 17% · S 30%
L 10% · M 12% · S 65%
Number of Stocks
23
20
Portfolio P/E
21.42
45.78
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
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%