Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
0.53%
6 Months
25.88%
5.22%
1 Year
19.47%
8.94%
3 Years
25.74%
10.33%
5 Years
—
10.77%
Since Inception
23.24%
10.49%
Fund Age
3 yrs 1 mo
9 yrs 9 mo
AUM
₹507.13 Cr
₹67.62 Cr
Alpha – 1 Year
16.49%
−0.44%
Alpha – 3 Years
13.85%
0.76%
Information Ratio – 3 Years
0.94
0.44
Volatility – 1 Year
20.27%
2.31%
Volatility – 3 Years
18.08%
1.38%
Beta – 1 Year
0.86
0.41
Beta – 3 Years
0.86
0.46
Sharpe Ratio – 1 Year
0.71
1.46
Sharpe Ratio – 3 Years
1.07
3.36
Worst Rolling Year
22.47%
9.87%
Value at Worst Rolling Year
₹1.22 Cr
₹1.10 Cr
Deepest Drawdown
−21.35%
—
Recovery Period
427 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%