Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
25.88%
9.66%
1 Year
19.47%
−3.09%
3 Years
25.74%
6.08%
5 Years
—
7.39%
Since Inception
23.24%
14.00%
Fund Age
3 yrs 1 mo
10 yrs 8 mo
AUM
₹507.13 Cr
₹23.99 Cr
Alpha – 1 Year
16.49%
−7.81%
Alpha – 3 Years
13.85%
−6.01%
Information Ratio – 3 Years
0.94
-0.36
Volatility – 1 Year
20.27%
26.88%
Volatility – 3 Years
18.08%
21.87%
Beta – 1 Year
0.86
1.39
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.71
-0.19
Sharpe Ratio – 3 Years
1.07
0.19
Worst Rolling Year
22.47%
-6.71%
Value at Worst Rolling Year
₹1.22 Cr
₹0.93 Cr
Deepest Drawdown
−21.35%
−35.14%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
24.46%
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 2% · M 15% · S 82%
Number of Stocks
20
25
Portfolio P/E
45.78
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%