Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Ayan-PriceBridge Eternal-Long Life
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Ayan-PriceBridge Eternal-Long Life
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
0.45%
6 Months
25.88%
1.58%
1 Year
19.47%
−4.61%
3 Years
25.74%
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5 Years
—
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Since Inception
23.24%
7.74%
Fund Age
3 yrs 1 mo
2 yrs 7 mo
AUM
₹507.13 Cr
₹33.19 Cr
Alpha – 1 Year
16.49%
−7.59%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
20.19%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.41
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−19.06%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 5% · M 31% · S 60%
Number of Stocks
20
50
Portfolio P/E
45.78
39.07
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%
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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