Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Eklavya Equity
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%
−0.98%
6 Months
25.88%
4.93%
1 Year
19.47%
−0.37%
3 Years
25.74%
—
5 Years
—
—
Since Inception
23.24%
4.91%
Fund Age
3 yrs 1 mo
2 yrs 1 mo
AUM
₹507.13 Cr
₹8 Cr
Alpha – 1 Year
16.49%
−0.02%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
12.93%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
0.72
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.38
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
6.09%
Value at Worst Rolling Year
₹1.22 Cr
₹1.06 Cr
Deepest Drawdown
−21.35%
−12.49%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
6.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 23% · M 8% · S 36%
Number of Stocks
20
30
Portfolio P/E
45.78
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 2% / 0%