Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
IFM Largecap Fund
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%
−0.16%
6 Months
25.88%
−3.46%
1 Year
19.47%
−0.34%
3 Years
25.74%
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5 Years
—
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Since Inception
23.24%
−3.49%
Fund Age
3 yrs 1 mo
14 mo
AUM
₹507.13 Cr
₹116.7 Cr
Alpha – 1 Year
16.49%
0.01%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
17.33%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
1.08
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.24
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−16.91%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 83% · M 6% · S 9%
Number of Stocks
20
26
Portfolio P/E
45.78
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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