Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
2.77%
6 Months
25.88%
8.02%
1 Year
19.47%
5.50%
3 Years
25.74%
7.60%
5 Years
—
9.19%
Since Inception
23.24%
14.35%
Fund Age
3 yrs 1 mo
5 yrs 9 mo
AUM
₹507.13 Cr
₹11.85 Cr
Alpha – 1 Year
16.49%
0.78%
Alpha – 3 Years
13.85%
−4.49%
Information Ratio – 3 Years
0.94
-0.44
Volatility – 1 Year
20.27%
20.18%
Volatility – 3 Years
18.08%
17.74%
Beta – 1 Year
0.86
1.11
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.71
0.10
Sharpe Ratio – 3 Years
1.07
0.27
Worst Rolling Year
22.47%
7.60%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−21.35%
−24.84%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
14.22%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
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%