Portfolio Management Services (PMS)Compare Schemes
ASK - ISP vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ASK - ISP
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
2.48%
−2.57%
6 Months
−4.44%
25.88%
1 Year
−4.32%
19.47%
3 Years
3.67%
25.74%
5 Years
4.35%
—
Since Inception
13.19%
23.24%
Fund Age
16 yrs 6 mo
3 yrs 1 mo
AUM
₹953.19 Cr
₹507.13 Cr
Alpha – 1 Year
−7.30%
16.49%
Alpha – 3 Years
−8.21%
13.85%
Information Ratio – 3 Years
-1.44
0.94
Volatility – 1 Year
16.93%
20.27%
Volatility – 3 Years
16.57%
18.08%
Beta – 1 Year
0.95
0.86
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
-0.50
0.71
Sharpe Ratio – 3 Years
-0.03
1.07
Worst Rolling Year
-3.66%
22.47%
Value at Worst Rolling Year
₹0.96 Cr
₹1.22 Cr
Deepest Drawdown
−24.45%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
98.35%
100.00%
Median Rolling Year
12.64%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 23% · S 20%
L 10% · M 12% · S 65%
Number of Stocks
21
20
Portfolio P/E
34.55
45.78
Top 5 Holdings
HDFC Bank Ltd · 9.51%
Eternal Ltd · 7.16%
CreditAccess Grameen Ltd · 6.97%
Kotak Mahindra Bank Ltd · 6.20%
Torrent Power Ltd · 5.63%
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 · 33.89%
Consumer Services · 12.45%
Automobile and Auto Components · 7.01%
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%