Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
−0.27%
6 Months
25.88%
3.15%
1 Year
19.47%
1.21%
3 Years
25.74%
7.56%
5 Years
—
7.07%
Since Inception
23.24%
8.52%
Fund Age
3 yrs 1 mo
9 yrs 8 mo
AUM
₹507.13 Cr
₹13.66 Cr
Alpha – 1 Year
16.49%
−5.64%
Alpha – 3 Years
13.85%
−3.47%
Information Ratio – 3 Years
0.94
-0.30
Volatility – 1 Year
20.27%
12.30%
Volatility – 3 Years
18.08%
8.49%
Beta – 1 Year
0.86
1.19
Beta – 3 Years
0.86
0.90
Sharpe Ratio – 1 Year
0.71
-0.24
Sharpe Ratio – 3 Years
1.07
0.19
Worst Rolling Year
22.47%
1.86%
Value at Worst Rolling Year
₹1.22 Cr
₹1.02 Cr
Deepest Drawdown
−21.35%
−11.36%
Recovery Period
427 days
126 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
9.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 26% · M 7% · S 35%
Number of Stocks
20
30
Portfolio P/E
45.78
27.21
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 Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
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%