Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
ICICI Prudential - ACE Portfolio
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%
1.50%
6 Months
25.88%
6.39%
1 Year
19.47%
8.34%
3 Years
25.74%
20.57%
5 Years
—
14.25%
Since Inception
23.24%
14.53%
Fund Age
3 yrs 1 mo
15 yrs 8 mo
AUM
₹507.13 Cr
₹1,471.29 Cr
Alpha – 1 Year
16.49%
3.62%
Alpha – 3 Years
13.85%
8.48%
Information Ratio – 3 Years
0.94
1.81
Volatility – 1 Year
20.27%
17.64%
Volatility – 3 Years
18.08%
15.55%
Beta – 1 Year
0.86
1.00
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
0.71
0.24
Sharpe Ratio – 3 Years
1.07
0.95
Worst Rolling Year
22.47%
-7.80%
Value at Worst Rolling Year
₹1.22 Cr
₹0.92 Cr
Deepest Drawdown
−21.35%
−18.41%
Recovery Period
427 days
158 days
1-Year Rolling Windows Positive
100.00%
94.89%
Median Rolling Year
24.46%
19.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 49% · M 16% · S 33%
Number of Stocks
20
33
Portfolio P/E
45.78
29.89
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%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%