Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Motilal Oswal - Ethical
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%
1.53%
6 Months
25.88%
18.13%
1 Year
19.47%
13.15%
3 Years
25.74%
14.12%
5 Years
—
11.96%
Since Inception
23.24%
13.25%
Fund Age
3 yrs 1 mo
5 yrs 1 mo
AUM
₹507.13 Cr
₹77.09 Cr
Alpha – 1 Year
16.49%
10.17%
Alpha – 3 Years
13.85%
2.24%
Information Ratio – 3 Years
0.94
0.36
Volatility – 1 Year
20.27%
23.76%
Volatility – 3 Years
18.08%
19.81%
Beta – 1 Year
0.86
1.23
Beta – 3 Years
0.86
1.14
Sharpe Ratio – 1 Year
0.71
0.40
Sharpe Ratio – 3 Years
1.07
0.50
Worst Rolling Year
22.47%
8.04%
Value at Worst Rolling Year
₹1.22 Cr
₹1.08 Cr
Deepest Drawdown
−21.35%
−27.15%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 28% · M 28% · S 44%
Number of Stocks
20
20
Portfolio P/E
45.78
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%