Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
InCred Capital - Multicap PMS
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%
6.10%
6 Months
25.88%
8.11%
1 Year
19.47%
−2.73%
3 Years
25.74%
11.42%
5 Years
—
12.09%
Since Inception
23.24%
13.75%
Fund Age
3 yrs 1 mo
5 yrs 5 mo
AUM
₹507.13 Cr
₹205.48 Cr
Alpha – 1 Year
16.49%
−5.71%
Alpha – 3 Years
13.85%
−0.47%
Information Ratio – 3 Years
0.94
-0.07
Volatility – 1 Year
20.27%
23.93%
Volatility – 3 Years
18.08%
22.69%
Beta – 1 Year
0.86
1.24
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.71
-0.23
Sharpe Ratio – 3 Years
1.07
0.35
Worst Rolling Year
22.47%
11.05%
Value at Worst Rolling Year
₹1.22 Cr
₹1.11 Cr
Deepest Drawdown
−21.35%
−29.75%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 28% · M 36% · S 34%
Number of Stocks
20
29
Portfolio P/E
45.78
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%