Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
25.88%
3.53%
1 Year
19.47%
−0.08%
3 Years
25.74%
14.56%
5 Years
—
12.33%
Since Inception
23.24%
18.88%
Fund Age
3 yrs 1 mo
16 yrs 7 mo
AUM
₹507.13 Cr
₹1,574.57 Cr
Alpha – 1 Year
16.49%
0.35%
Alpha – 3 Years
13.85%
5.99%
Information Ratio – 3 Years
0.94
0.72
Volatility – 1 Year
20.27%
16.64%
Volatility – 3 Years
18.08%
15.28%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.86
0.94
Sharpe Ratio – 1 Year
0.71
-0.25
Sharpe Ratio – 3 Years
1.07
0.61
Worst Rolling Year
22.47%
-0.31%
Value at Worst Rolling Year
₹1.22 Cr
₹1.00 Cr
Deepest Drawdown
−21.35%
−22.42%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
24.46%
22.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 39% · M 8% · S 47%
Number of Stocks
20
33
Portfolio P/E
45.78
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%