Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Magadh - Value for Growth
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%
1.29%
6 Months
25.88%
−4.12%
1 Year
19.47%
1.97%
3 Years
25.74%
12.30%
5 Years
—
12.28%
Since Inception
23.24%
12.08%
Fund Age
3 yrs 1 mo
5 yrs
AUM
₹507.13 Cr
₹27.16 Cr
Alpha – 1 Year
16.49%
−2.75%
Alpha – 3 Years
13.85%
0.21%
Information Ratio – 3 Years
0.94
0.08
Volatility – 1 Year
20.27%
18.26%
Volatility – 3 Years
18.08%
15.26%
Beta – 1 Year
0.86
1.01
Beta – 3 Years
0.86
0.92
Sharpe Ratio – 1 Year
0.71
-0.09
Sharpe Ratio – 3 Years
1.07
0.53
Worst Rolling Year
22.47%
12.19%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−21.35%
−16.54%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 41% · M 28% · S 30%
Number of Stocks
20
27
Portfolio P/E
45.78
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%