Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Care PMS - Large & Midcap Strategy
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%
−1.86%
6 Months
25.88%
0.50%
1 Year
19.47%
6.34%
3 Years
25.74%
19.74%
5 Years
—
16.62%
Since Inception
23.24%
20.10%
Fund Age
3 yrs 1 mo
6 yrs 1 mo
AUM
₹507.13 Cr
₹56.91 Cr
Alpha – 1 Year
16.49%
1.64%
Alpha – 3 Years
13.85%
7.64%
Information Ratio – 3 Years
0.94
0.90
Volatility – 1 Year
20.27%
16.52%
Volatility – 3 Years
18.08%
17.18%
Beta – 1 Year
0.86
0.89
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
0.71
0.14
Sharpe Ratio – 3 Years
1.07
0.84
Worst Rolling Year
22.47%
18.93%
Value at Worst Rolling Year
₹1.22 Cr
₹1.19 Cr
Deepest Drawdown
−21.35%
−18.72%
Recovery Period
427 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 59% · M 40%
Number of Stocks
20
20
Portfolio P/E
45.78
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%