Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
0.48%
6 Months
25.88%
0.17%
1 Year
19.47%
1.53%
3 Years
25.74%
6.30%
5 Years
—
7.16%
Since Inception
23.24%
16.58%
Fund Age
3 yrs 1 mo
6 yrs 6 mo
AUM
₹507.13 Cr
₹182.72 Cr
Alpha – 1 Year
16.49%
−3.19%
Alpha – 3 Years
13.85%
−5.79%
Information Ratio – 3 Years
0.94
-1.15
Volatility – 1 Year
20.27%
17.17%
Volatility – 3 Years
18.08%
15.94%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.71
-0.13
Sharpe Ratio – 3 Years
1.07
0.13
Worst Rolling Year
22.47%
6.16%
Value at Worst Rolling Year
₹1.22 Cr
₹1.06 Cr
Deepest Drawdown
−21.35%
−24.43%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
60
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 Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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%