Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Concept Investwell - Dynamic
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%
5.38%
6 Months
25.88%
7.13%
1 Year
19.47%
11.04%
3 Years
25.74%
7.66%
5 Years
—
8.70%
Since Inception
23.24%
14.13%
Fund Age
3 yrs 1 mo
6 yrs 10 mo
AUM
₹507.13 Cr
₹3.45 Cr
Alpha – 1 Year
16.49%
8.06%
Alpha – 3 Years
13.85%
−4.24%
Information Ratio – 3 Years
0.94
-0.53
Volatility – 1 Year
20.27%
15.44%
Volatility – 3 Years
18.08%
15.96%
Beta – 1 Year
0.86
0.84
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
0.71
0.40
Sharpe Ratio – 3 Years
1.07
0.20
Worst Rolling Year
22.47%
3.12%
Value at Worst Rolling Year
₹1.22 Cr
₹1.03 Cr
Deepest Drawdown
−21.35%
−27.30%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
14.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 64% · M 36%
Number of Stocks
20
23
Portfolio P/E
45.78
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%