Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Ayan-PriceBridge Honeycomb
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Ayan-PriceBridge Honeycomb
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
1.20%
6 Months
25.88%
0.45%
1 Year
19.47%
16.80%
3 Years
25.74%
15.56%
5 Years
—
—
Since Inception
23.24%
15.35%
Fund Age
3 yrs 1 mo
3 yrs 6 mo
AUM
₹507.13 Cr
₹61.98 Cr
Alpha – 1 Year
16.49%
17.23%
Alpha – 3 Years
13.85%
6.99%
Information Ratio – 3 Years
0.94
1.06
Volatility – 1 Year
20.27%
17.17%
Volatility – 3 Years
18.08%
13.50%
Beta – 1 Year
0.86
0.94
Beta – 3 Years
0.86
0.87
Sharpe Ratio – 1 Year
0.71
0.68
Sharpe Ratio – 3 Years
1.07
0.75
Worst Rolling Year
22.47%
15.00%
Value at Worst Rolling Year
₹1.22 Cr
₹1.15 Cr
Deepest Drawdown
−21.35%
−15.92%
Recovery Period
427 days
158 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 43% · M 31% · S 18%
Number of Stocks
20
27
Portfolio P/E
45.78
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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%
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%