Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Merisis Multicap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Merisis Multicap Portfolio
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%
3.02%
6 Months
25.88%
14.30%
1 Year
19.47%
18.52%
3 Years
25.74%
11.27%
5 Years
—
8.98%
Since Inception
23.24%
16.57%
Fund Age
3 yrs 1 mo
6 yrs 6 mo
AUM
₹507.13 Cr
₹4.79 Cr
Alpha – 1 Year
16.49%
18.87%
Alpha – 3 Years
13.85%
2.27%
Information Ratio – 3 Years
0.94
0.39
Volatility – 1 Year
20.27%
19.72%
Volatility – 3 Years
18.08%
16.55%
Beta – 1 Year
0.86
1.05
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.71
0.68
Sharpe Ratio – 3 Years
1.07
0.41
Worst Rolling Year
22.47%
3.70%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−21.35%
−22.25%
Recovery Period
427 days
511 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
10.81%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 4% · S 64%
Number of Stocks
20
9
Portfolio P/E
45.78
13.20
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%
Cash & Cash Equivalent · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%