Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Ksema - Alpha
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%
1.08%
6 Months
25.88%
1.74%
1 Year
19.47%
10.49%
3 Years
25.74%
12.80%
5 Years
—
12.91%
Since Inception
23.24%
15.37%
Fund Age
3 yrs 1 mo
7 yrs 7 mo
AUM
₹507.13 Cr
₹15.96 Cr
Alpha – 1 Year
16.49%
10.84%
Alpha – 3 Years
13.85%
3.80%
Information Ratio – 3 Years
0.94
0.47
Volatility – 1 Year
20.27%
19.22%
Volatility – 3 Years
18.08%
17.53%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.86
1.15
Sharpe Ratio – 1 Year
0.71
0.34
Sharpe Ratio – 3 Years
1.07
0.48
Worst Rolling Year
22.47%
12.46%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−21.35%
−19.38%
Recovery Period
427 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 64% · M 15% · S 21%
Number of Stocks
20
38
Portfolio P/E
45.78
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%