Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
ICICI Prudential - Pipe 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%
3.18%
6 Months
25.88%
10.33%
1 Year
19.47%
12.88%
3 Years
25.74%
16.20%
5 Years
—
21.51%
Since Inception
23.24%
24.95%
Fund Age
3 yrs 1 mo
6 yrs 11 mo
AUM
₹507.13 Cr
₹7,993.92 Cr
Alpha – 1 Year
16.49%
8.16%
Alpha – 3 Years
13.85%
4.11%
Information Ratio – 3 Years
0.94
0.49
Volatility – 1 Year
20.27%
18.08%
Volatility – 3 Years
18.08%
17.36%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.71
0.46
Sharpe Ratio – 3 Years
1.07
0.65
Worst Rolling Year
22.47%
16.21%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−21.35%
−22.83%
Recovery Period
427 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
30.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
M 14% · S 84%
Number of Stocks
20
41
Portfolio P/E
45.78
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%