Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
1.49%
6 Months
25.88%
−0.27%
1 Year
19.47%
7.71%
3 Years
25.74%
8.88%
5 Years
—
8.76%
Since Inception
23.24%
13.52%
Fund Age
3 yrs 1 mo
6 yrs 6 mo
AUM
₹507.13 Cr
₹23.87 Cr
Alpha – 1 Year
16.49%
0.17%
Alpha – 3 Years
13.85%
−2.38%
Information Ratio – 3 Years
0.94
-0.16
Volatility – 1 Year
20.27%
13.29%
Volatility – 3 Years
18.08%
12.09%
Beta – 1 Year
0.86
1.31
Beta – 3 Years
0.86
1.39
Sharpe Ratio – 1 Year
0.71
0.23
Sharpe Ratio – 3 Years
1.07
0.33
Worst Rolling Year
22.47%
8.03%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−21.35%
−16.96%
Recovery Period
427 days
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
66
Portfolio P/E
45.78
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%