Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Centrum PMS - Micro
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%
5.99%
6 Months
25.88%
26.63%
1 Year
19.47%
16.86%
3 Years
25.74%
13.24%
5 Years
—
17.56%
Since Inception
23.24%
16.65%
Fund Age
3 yrs 1 mo
10 yrs 1 mo
AUM
₹507.13 Cr
₹11.38 Cr
Alpha – 1 Year
16.49%
12.14%
Alpha – 3 Years
13.85%
1.15%
Information Ratio – 3 Years
0.94
0.20
Volatility – 1 Year
20.27%
29.32%
Volatility – 3 Years
18.08%
24.13%
Beta – 1 Year
0.86
1.44
Beta – 3 Years
0.86
1.15
Sharpe Ratio – 1 Year
0.71
0.48
Sharpe Ratio – 3 Years
1.07
0.50
Worst Rolling Year
22.47%
-10.45%
Value at Worst Rolling Year
₹1.22 Cr
₹0.90 Cr
Deepest Drawdown
−21.35%
−32.02%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
24.46%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
M 1% · S 95%
Number of Stocks
20
28
Portfolio P/E
45.78
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%