Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
25.88%
26.09%
1 Year
19.47%
14.74%
3 Years
25.74%
18.63%
5 Years
—
29.18%
Since Inception
23.24%
45.31%
Fund Age
3 yrs 1 mo
7 yrs 1 mo
AUM
₹507.13 Cr
₹1,025.6 Cr
Alpha – 1 Year
16.49%
10.02%
Alpha – 3 Years
13.85%
6.54%
Information Ratio – 3 Years
0.94
0.41
Volatility – 1 Year
20.27%
29.04%
Volatility – 3 Years
18.08%
23.98%
Beta – 1 Year
0.86
1.50
Beta – 3 Years
0.86
1.19
Sharpe Ratio – 1 Year
0.71
0.42
Sharpe Ratio – 3 Years
1.07
0.61
Worst Rolling Year
22.47%
17.65%
Value at Worst Rolling Year
₹1.22 Cr
₹1.18 Cr
Deepest Drawdown
−21.35%
−31.35%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
48.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
S 95%
Number of Stocks
20
182
Portfolio P/E
45.78
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%