Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Emkay Investments - ENVI
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%
5.18%
6 Months
25.88%
19.69%
1 Year
19.47%
25.97%
3 Years
25.74%
17.02%
5 Years
—
—
Since Inception
23.24%
24.02%
Fund Age
3 yrs 1 mo
4 yrs 2 mo
AUM
₹507.13 Cr
₹101.01 Cr
Alpha – 1 Year
16.49%
21.25%
Alpha – 3 Years
13.85%
4.93%
Information Ratio – 3 Years
0.94
0.46
Volatility – 1 Year
20.27%
21.63%
Volatility – 3 Years
18.08%
19.42%
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
0.71
0.93
Sharpe Ratio – 3 Years
1.07
0.65
Worst Rolling Year
22.47%
16.82%
Value at Worst Rolling Year
₹1.22 Cr
₹1.17 Cr
Deepest Drawdown
−21.35%
−20.44%
Recovery Period
427 days
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 26% · M 14% · S 51%
Number of Stocks
20
—
Portfolio P/E
45.78
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—