Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Maxiom PMS - CORAL Cyclical
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%
−0.48%
6 Months
25.88%
−2.46%
1 Year
19.47%
5.63%
3 Years
25.74%
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5 Years
—
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Since Inception
23.24%
1.03%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹507.13 Cr
₹2.06 Cr
Alpha – 1 Year
16.49%
5.98%
Alpha – 3 Years
13.85%
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Information Ratio – 3 Years
0.94
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Volatility – 1 Year
20.27%
16.61%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
1.00
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.24
Sharpe Ratio – 3 Years
1.07
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Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
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Deepest Drawdown
−21.35%
—
Recovery Period
427 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 10% · M 12% · S 65%
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Number of Stocks
20
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Portfolio P/E
45.78
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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 Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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