Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
MASK Prime Picks
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%
1.74%
6 Months
25.88%
3.03%
1 Year
19.47%
3.99%
3 Years
25.74%
8.85%
5 Years
—
8.35%
Since Inception
23.24%
10.50%
Fund Age
3 yrs 1 mo
8 yrs 2 mo
AUM
₹507.13 Cr
₹274.26 Cr
Alpha – 1 Year
16.49%
−0.73%
Alpha – 3 Years
13.85%
−3.23%
Information Ratio – 3 Years
0.94
-0.72
Volatility – 1 Year
20.27%
15.72%
Volatility – 3 Years
18.08%
15.15%
Beta – 1 Year
0.86
0.89
Beta – 3 Years
0.86
0.94
Sharpe Ratio – 1 Year
0.71
-0.08
Sharpe Ratio – 3 Years
1.07
0.27
Worst Rolling Year
22.47%
7.13%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−20.31%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 48% · M 27% · S 18%
Number of Stocks
20
40
Portfolio P/E
45.78
30.14
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 · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%