Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
25.88%
5.19%
1 Year
19.47%
−0.45%
3 Years
25.74%
11.72%
5 Years
—
—
Since Inception
23.24%
12.62%
Fund Age
3 yrs 1 mo
3 yrs 8 mo
AUM
₹507.13 Cr
₹42.96 Cr
Alpha – 1 Year
16.49%
−3.43%
Alpha – 3 Years
13.85%
−0.17%
Information Ratio – 3 Years
0.94
-0.16
Volatility – 1 Year
20.27%
16.93%
Volatility – 3 Years
18.08%
15.20%
Beta – 1 Year
0.86
0.92
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
0.71
-0.27
Sharpe Ratio – 3 Years
1.07
0.45
Worst Rolling Year
22.47%
11.64%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−21.35%
−20.38%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%
0% / 0% / 0%