Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs JM Financial - Growth and Value
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
JM Financial - Growth and Value
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%
2.34%
6 Months
25.88%
5.38%
1 Year
19.47%
1.65%
3 Years
25.74%
13.13%
5 Years
—
8.52%
Since Inception
23.24%
13.45%
Fund Age
3 yrs 1 mo
21 yrs 4 mo
AUM
₹507.13 Cr
₹79.74 Cr
Alpha – 1 Year
16.49%
2.08%
Alpha – 3 Years
13.85%
4.56%
Information Ratio – 3 Years
0.94
0.46
Volatility – 1 Year
20.27%
14.11%
Volatility – 3 Years
18.08%
16.18%
Beta – 1 Year
0.86
0.81
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
0.71
-0.20
Sharpe Ratio – 3 Years
1.07
0.50
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−20.69%
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 70% · M 8% · S 16%
Number of Stocks
20
35
Portfolio P/E
45.78
35.19
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%
ICICI Bank Ltd · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
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%