Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
−2.57%
6 Months
−1.55%
25.88%
1 Year
2.26%
19.47%
3 Years
3.37%
25.74%
5 Years
4.66%
—
Since Inception
9.07%
23.24%
Fund Age
6 yrs 8 mo
3 yrs 1 mo
AUM
₹55.15 Cr
₹507.13 Cr
Alpha – 1 Year
−0.72%
16.49%
Alpha – 3 Years
−8.51%
13.85%
Information Ratio – 3 Years
-1.16
0.94
Volatility – 1 Year
17.30%
20.27%
Volatility – 3 Years
16.20%
18.08%
Beta – 1 Year
0.96
0.86
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
-0.10
0.71
Sharpe Ratio – 3 Years
-0.05
1.07
Worst Rolling Year
0.65%
22.47%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−23.57%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
L 10% · M 12% · S 65%
Number of Stocks
26
20
Portfolio P/E
31.94
45.78
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%