Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Centrum PMS - Good to Great
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%
1.70%
6 Months
25.88%
9.08%
1 Year
19.47%
−2.99%
3 Years
25.74%
5.96%
5 Years
—
8.08%
Since Inception
23.24%
15.75%
Fund Age
3 yrs 1 mo
7 yrs 2 mo
AUM
₹507.13 Cr
₹61.93 Cr
Alpha – 1 Year
16.49%
−7.71%
Alpha – 3 Years
13.85%
−6.13%
Information Ratio – 3 Years
0.94
-0.39
Volatility – 1 Year
20.27%
26.39%
Volatility – 3 Years
18.08%
21.38%
Beta – 1 Year
0.86
1.37
Beta – 3 Years
0.86
1.14
Sharpe Ratio – 1 Year
0.71
-0.20
Sharpe Ratio – 3 Years
1.07
0.18
Worst Rolling Year
22.47%
5.04%
Value at Worst Rolling Year
₹1.22 Cr
₹1.05 Cr
Deepest Drawdown
−21.35%
−33.64%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.83%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 2% · M 12% · S 82%
Number of Stocks
20
24
Portfolio P/E
45.78
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%