Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
−3.10%
6 Months
25.88%
2.63%
1 Year
19.47%
−0.59%
3 Years
25.74%
7.10%
5 Years
—
6.17%
Since Inception
23.24%
16.60%
Fund Age
3 yrs 1 mo
7 yrs 4 mo
AUM
₹507.13 Cr
₹226.32 Cr
Alpha – 1 Year
16.49%
−0.16%
Alpha – 3 Years
13.85%
−1.47%
Information Ratio – 3 Years
0.94
-0.04
Volatility – 1 Year
20.27%
15.34%
Volatility – 3 Years
18.08%
19.64%
Beta – 1 Year
0.86
0.73
Beta – 3 Years
0.86
0.82
Sharpe Ratio – 1 Year
0.71
-0.32
Sharpe Ratio – 3 Years
1.07
0.17
Worst Rolling Year
22.47%
7.10%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−28.77%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
24.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
—
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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%