Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.56%
6 Months
25.88%
14.31%
1 Year
19.47%
23.04%
3 Years
25.74%
17.41%
5 Years
—
14.44%
Since Inception
23.24%
16.04%
Fund Age
3 yrs 1 mo
5 yrs 2 mo
AUM
₹507.13 Cr
₹246.55 Cr
Alpha – 1 Year
16.49%
18.32%
Alpha – 3 Years
13.85%
5.32%
Information Ratio – 3 Years
0.94
0.69
Volatility – 1 Year
20.27%
16.66%
Volatility – 3 Years
18.08%
14.65%
Beta – 1 Year
0.86
0.91
Beta – 3 Years
0.86
0.83
Sharpe Ratio – 1 Year
0.71
1.02
Sharpe Ratio – 3 Years
1.07
0.82
Worst Rolling Year
22.47%
13.49%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−21.35%
−17.20%
Recovery Period
427 days
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 31% · M 25% · S 41%
Number of Stocks
20
33
Portfolio P/E
45.78
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%