Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Invesco - Caterpillar
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%
5.09%
6 Months
25.88%
12.77%
1 Year
19.47%
18.71%
3 Years
25.74%
16.31%
5 Years
—
16.50%
Since Inception
23.24%
12.31%
Fund Age
3 yrs 1 mo
20 yrs 2 mo
AUM
₹507.13 Cr
₹81.03 Cr
Alpha – 1 Year
16.49%
13.99%
Alpha – 3 Years
13.85%
4.22%
Information Ratio – 3 Years
0.94
0.46
Volatility – 1 Year
20.27%
18.60%
Volatility – 3 Years
18.08%
18.73%
Beta – 1 Year
0.86
0.98
Beta – 3 Years
0.86
1.07
Sharpe Ratio – 1 Year
0.71
0.73
Sharpe Ratio – 3 Years
1.07
0.63
Worst Rolling Year
22.47%
-17.65%
Value at Worst Rolling Year
₹1.22 Cr
₹0.82 Cr
Deepest Drawdown
−21.35%
−25.73%
Recovery Period
427 days
498 days
1-Year Rolling Windows Positive
100.00%
76.16%
Median Rolling Year
24.46%
14.50%
5-Year Rolling Windows Positive
—
86.34%
Market-Cap Mix
L 10% · M 12% · S 65%
L 18% · M 28% · S 49%
Number of Stocks
20
23
Portfolio P/E
45.78
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—