Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Kotak Pioneer Model Strategy Conservative
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%
0.76%
6 Months
25.88%
−3.76%
1 Year
19.47%
22.86%
3 Years
25.74%
—
5 Years
—
—
Since Inception
23.24%
13.01%
Fund Age
3 yrs 1 mo
4 yrs 1 mo
AUM
₹507.13 Cr
₹1.16 Cr
Alpha – 1 Year
16.49%
16.15%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
0.30
Volatility – 1 Year
20.27%
15.51%
Volatility – 3 Years
18.08%
9.32%
Beta – 1 Year
0.86
0.62
Beta – 3 Years
0.86
0.45
Sharpe Ratio – 1 Year
0.71
1.06
Sharpe Ratio – 3 Years
1.07
0.93
Worst Rolling Year
22.47%
9.06%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−13.67%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
14.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –