Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Axis Kaizen Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
−2.57%
6 Months
−4.32%
25.88%
1 Year
−3.76%
19.47%
3 Years
4.26%
25.74%
5 Years
5.30%
—
Since Inception
15.06%
23.24%
Fund Age
16 yrs 6 mo
3 yrs 1 mo
AUM
₹6,178.21 Cr
₹507.13 Cr
Alpha – 1 Year
−6.74%
16.49%
Alpha – 3 Years
−7.62%
13.85%
Information Ratio – 3 Years
-1.54
0.94
Volatility – 1 Year
17.92%
20.27%
Volatility – 3 Years
14.61%
18.08%
Beta – 1 Year
0.98
0.86
Beta – 3 Years
0.91
0.86
Sharpe Ratio – 1 Year
-0.43
0.71
Sharpe Ratio – 3 Years
-0.01
1.07
Worst Rolling Year
-1.02%
22.47%
Value at Worst Rolling Year
₹0.99 Cr
₹1.22 Cr
Deepest Drawdown
−20.59%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 27% · S 20%
L 10% · M 12% · S 65%
Number of Stocks
34
20
Portfolio P/E
33.48
45.78
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
3% / 2% / 1%