Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Centrum PMS - Flexi Cap
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%
1.04%
6 Months
25.88%
0.68%
1 Year
19.47%
4.83%
3 Years
25.74%
11.13%
5 Years
—
9.90%
Since Inception
23.24%
12.28%
Fund Age
3 yrs 1 mo
15 yrs 2 mo
AUM
₹507.13 Cr
₹29.37 Cr
Alpha – 1 Year
16.49%
0.11%
Alpha – 3 Years
13.85%
−0.96%
Information Ratio – 3 Years
0.94
-0.05
Volatility – 1 Year
20.27%
19.36%
Volatility – 3 Years
18.08%
17.04%
Beta – 1 Year
0.86
1.09
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.71
0.06
Sharpe Ratio – 3 Years
1.07
0.43
Worst Rolling Year
22.47%
-9.48%
Value at Worst Rolling Year
₹1.22 Cr
₹0.91 Cr
Deepest Drawdown
−21.35%
−20.50%
Recovery Period
427 days
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
24.46%
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
L 10% · M 12% · S 65%
L 58% · M 7% · S 23%
Number of Stocks
20
23
Portfolio P/E
45.78
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%