Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
ICICI Prudential - Contra 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%
0.77%
6 Months
25.88%
0.72%
1 Year
19.47%
7.26%
3 Years
25.74%
15.71%
5 Years
—
16.27%
Since Inception
23.24%
18.01%
Fund Age
3 yrs 1 mo
7 yrs 11 mo
AUM
₹507.13 Cr
₹14,208.27 Cr
Alpha – 1 Year
16.49%
2.54%
Alpha – 3 Years
13.85%
3.62%
Information Ratio – 3 Years
0.94
0.79
Volatility – 1 Year
20.27%
16.69%
Volatility – 3 Years
18.08%
15.09%
Beta – 1 Year
0.86
0.95
Beta – 3 Years
0.86
0.95
Sharpe Ratio – 1 Year
0.71
0.18
Sharpe Ratio – 3 Years
1.07
0.70
Worst Rolling Year
22.47%
12.54%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−21.35%
−18.56%
Recovery Period
427 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 68% · M 7% · S 24%
Number of Stocks
20
42
Portfolio P/E
45.78
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%