Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
−0.04%
6 Months
25.88%
−3.71%
1 Year
19.47%
−1.23%
3 Years
25.74%
7.88%
5 Years
—
5.71%
Since Inception
23.24%
9.28%
Fund Age
3 yrs 1 mo
7 yrs 1 mo
AUM
₹507.13 Cr
₹2.48 Cr
Alpha – 1 Year
16.49%
−5.95%
Alpha – 3 Years
13.85%
−4.21%
Information Ratio – 3 Years
0.94
-1.27
Volatility – 1 Year
20.27%
17.16%
Volatility – 3 Years
18.08%
14.17%
Beta – 1 Year
0.86
0.98
Beta – 3 Years
0.86
0.90
Sharpe Ratio – 1 Year
0.71
-0.29
Sharpe Ratio – 3 Years
1.07
0.17
Worst Rolling Year
22.47%
5.24%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−21.35%
−16.54%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 92% · M 4%
Number of Stocks
20
26
Portfolio P/E
45.78
29.84
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 Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%