Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Capgrow - Special Situations
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Capgrow - Special Situations
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%
1.89%
6 Months
25.88%
10.00%
1 Year
19.47%
−1.96%
3 Years
25.74%
9.82%
5 Years
—
10.88%
Since Inception
23.24%
15.88%
Fund Age
3 yrs 1 mo
7 yrs 9 mo
AUM
₹507.13 Cr
₹132.34 Cr
Alpha – 1 Year
16.49%
−4.94%
Alpha – 3 Years
13.85%
−2.07%
Information Ratio – 3 Years
0.94
-0.27
Volatility – 1 Year
20.27%
23.02%
Volatility – 3 Years
18.08%
21.53%
Beta – 1 Year
0.86
1.20
Beta – 3 Years
0.86
1.08
Sharpe Ratio – 1 Year
0.71
-0.20
Sharpe Ratio – 3 Years
1.07
0.32
Worst Rolling Year
22.47%
9.15%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−28.98%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
21.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 10% · M 2% · S 86%
Number of Stocks
20
59
Portfolio P/E
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%
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%