Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.57%
13.08%
6 Months
25.88%
39.75%
1 Year
19.47%
15.14%
3 Years
25.74%
13.51%
5 Years
—
—
Since Inception
23.24%
26.22%
Fund Age
3 yrs 1 mo
4 yrs 6 mo
AUM
₹507.13 Cr
₹81.24 Cr
Alpha – 1 Year
16.49%
11.38%
Alpha – 3 Years
13.85%
2.62%
Information Ratio – 3 Years
0.94
0.33
Volatility – 1 Year
20.27%
46.80%
Volatility – 3 Years
18.08%
34.40%
Beta – 1 Year
0.86
2.21
Beta – 3 Years
0.86
1.57
Sharpe Ratio – 1 Year
0.71
0.38
Sharpe Ratio – 3 Years
1.07
0.37
Worst Rolling Year
22.47%
9.66%
Value at Worst Rolling Year
₹1.22 Cr
₹1.10 Cr
Deepest Drawdown
−21.35%
−43.02%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
21.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
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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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%