Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
25.88%
0.81%
1 Year
19.47%
7.79%
3 Years
25.74%
9.10%
5 Years
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Since Inception
23.24%
17.42%
Fund Age
3 yrs 1 mo
8 yrs 11 mo
AUM
₹507.13 Cr
₹342.11 Cr
Alpha – 1 Year
16.49%
3.07%
Alpha – 3 Years
13.85%
−2.99%
Information Ratio – 3 Years
0.94
0.29
Volatility – 1 Year
20.27%
17.73%
Volatility – 3 Years
18.08%
15.85%
Beta – 1 Year
0.86
1.00
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
0.71
0.21
Sharpe Ratio – 3 Years
1.07
0.50
Worst Rolling Year
22.47%
9.10%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−24.26%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
13.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 40% · M 35% · S 22%
Number of Stocks
20
23
Portfolio P/E
45.78
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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%