Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Axis Kaizen Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
−2.57%
6 Months
10.76%
25.88%
1 Year
8.14%
19.47%
3 Years
7.76%
25.74%
5 Years
10.03%
—
Since Inception
11.69%
23.24%
Fund Age
6 yrs 8 mo
3 yrs 1 mo
AUM
₹87.23 Cr
₹507.13 Cr
Alpha – 1 Year
8.57%
16.49%
Alpha – 3 Years
−0.81%
13.85%
Information Ratio – 3 Years
0.02
0.94
Volatility – 1 Year
23.09%
20.27%
Volatility – 3 Years
18.26%
18.08%
Beta – 1 Year
1.29
0.86
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
0.21
0.71
Sharpe Ratio – 3 Years
0.22
1.07
Worst Rolling Year
6.59%
22.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.22 Cr
Deepest Drawdown
−25.42%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 10% · M 12% · S 65%
Number of Stocks
41
20
Portfolio P/E
25.23
45.78
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
3% / 2% / 1%