Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
4.05%
6 Months
25.88%
6.73%
1 Year
19.47%
−2.26%
3 Years
25.74%
32.06%
5 Years
—
—
Since Inception
23.24%
37.04%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹507.13 Cr
₹174.65 Cr
Alpha – 1 Year
16.49%
−5.24%
Alpha – 3 Years
13.85%
20.17%
Information Ratio – 3 Years
0.94
0.81
Volatility – 1 Year
20.27%
26.32%
Volatility – 3 Years
18.08%
22.60%
Beta – 1 Year
0.86
1.14
Beta – 3 Years
0.86
0.69
Sharpe Ratio – 1 Year
0.71
-0.17
Sharpe Ratio – 3 Years
1.07
1.11
Worst Rolling Year
22.47%
32.07%
Value at Worst Rolling Year
₹1.22 Cr
₹1.32 Cr
Deepest Drawdown
−21.35%
−30.55%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
33.22%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
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Number of Stocks
20
—
Portfolio P/E
45.78
—
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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
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%