Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Master Trust India Growth Strategy
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%
5.45%
6 Months
25.88%
16.85%
1 Year
19.47%
9.30%
3 Years
25.74%
14.05%
5 Years
—
14.30%
Since Inception
23.24%
24.29%
Fund Age
3 yrs 1 mo
14 yrs 10 mo
AUM
₹507.13 Cr
₹372.24 Cr
Alpha – 1 Year
16.49%
4.58%
Alpha – 3 Years
13.85%
1.97%
Information Ratio – 3 Years
0.94
0.33
Volatility – 1 Year
20.27%
21.18%
Volatility – 3 Years
18.08%
20.18%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.86
1.12
Sharpe Ratio – 1 Year
0.71
0.27
Sharpe Ratio – 3 Years
1.07
0.49
Worst Rolling Year
22.47%
-10.46%
Value at Worst Rolling Year
₹1.22 Cr
₹0.90 Cr
Deepest Drawdown
−21.35%
−23.77%
Recovery Period
427 days
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
24.46%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 0.5%