Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
JM Financial - Focus
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%
1.03%
6 Months
25.88%
6.82%
1 Year
19.47%
3.42%
3 Years
25.74%
13.55%
5 Years
—
9.47%
Since Inception
23.24%
15.08%
Fund Age
3 yrs 1 mo
13 yrs 9 mo
AUM
₹507.13 Cr
₹319.05 Cr
Alpha – 1 Year
16.49%
0.44%
Alpha – 3 Years
13.85%
1.66%
Information Ratio – 3 Years
0.94
0.24
Volatility – 1 Year
20.27%
13.79%
Volatility – 3 Years
18.08%
15.92%
Beta – 1 Year
0.86
0.75
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
0.71
-0.08
Sharpe Ratio – 3 Years
1.07
0.53
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−20.24%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 63% · M 12% · S 18%
Number of Stocks
20
49
Portfolio P/E
45.78
33.08
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 · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%