Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
0.36%
6 Months
25.88%
5.01%
1 Year
19.47%
−5.33%
3 Years
25.74%
1.25%
5 Years
—
−1.56%
Since Inception
23.24%
10.94%
Fund Age
3 yrs 1 mo
6 yrs 11 mo
AUM
₹507.13 Cr
₹122.91 Cr
Alpha – 1 Year
16.49%
−8.31%
Alpha – 3 Years
13.85%
−10.64%
Information Ratio – 3 Years
0.94
-0.98
Volatility – 1 Year
20.27%
16.35%
Volatility – 3 Years
18.08%
16.88%
Beta – 1 Year
0.86
0.87
Beta – 3 Years
0.86
0.86
Sharpe Ratio – 1 Year
0.71
-0.59
Sharpe Ratio – 3 Years
1.07
-0.17
Worst Rolling Year
22.47%
-5.79%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−21.35%
−20.60%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
24.46%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 10% · M 12% · S 65%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%