Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Ckredence Wealth Management Pvt Ltd - ICE Growth
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%
5.63%
6 Months
25.88%
23.45%
1 Year
19.47%
23.62%
3 Years
25.74%
—
5 Years
—
—
Since Inception
23.24%
12.60%
Fund Age
3 yrs 1 mo
1 yr 10 mo
AUM
₹507.13 Cr
₹187.26 Cr
Alpha – 1 Year
16.49%
18.90%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
20.87%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
0.87
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−15.33%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 9% · M 29% · S 56%
Number of Stocks
20
33
Portfolio P/E
45.78
73.30
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 · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
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%