Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Axis Kaizen Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
−2.57%
6 Months
−7.08%
25.88%
1 Year
−4.02%
19.47%
3 Years
1.10%
25.74%
5 Years
2.02%
—
Since Inception
13.04%
23.24%
Fund Age
17 yrs 10 mo
3 yrs 1 mo
AUM
₹50.53 Cr
₹507.13 Cr
Alpha – 1 Year
−3.59%
16.49%
Alpha – 3 Years
−7.46%
13.85%
Information Ratio – 3 Years
-1.28
0.94
Volatility – 1 Year
16.65%
20.27%
Volatility – 3 Years
15.47%
18.08%
Beta – 1 Year
1.04
0.86
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
-0.49
0.71
Sharpe Ratio – 3 Years
-0.20
1.07
Worst Rolling Year
-4.00%
22.47%
Value at Worst Rolling Year
₹0.96 Cr
₹1.22 Cr
Deepest Drawdown
−23.28%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 10% · M 12% · S 65%
Number of Stocks
15
20
Portfolio P/E
27.97
45.78
Top 5 Holdings
—
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 · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%