Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Electrum - Laureate Portfolio
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%
2.93%
6 Months
25.88%
27.08%
1 Year
19.47%
22.70%
3 Years
25.74%
18.13%
5 Years
—
21.00%
Since Inception
23.24%
30.05%
Fund Age
3 yrs 1 mo
5 yrs 9 mo
AUM
₹507.13 Cr
₹670.5 Cr
Alpha – 1 Year
16.49%
17.98%
Alpha – 3 Years
13.85%
6.04%
Information Ratio – 3 Years
0.94
0.67
Volatility – 1 Year
20.27%
26.20%
Volatility – 3 Years
18.08%
22.70%
Beta – 1 Year
0.86
1.32
Beta – 3 Years
0.86
1.09
Sharpe Ratio – 1 Year
0.71
0.70
Sharpe Ratio – 3 Years
1.07
0.71
Worst Rolling Year
22.47%
15.94%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−21.35%
−31.21%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
S 95%
Number of Stocks
20
26
Portfolio P/E
45.78
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%