Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
25.88%
0.32%
1 Year
19.47%
1.03%
3 Years
25.74%
14.82%
5 Years
—
11.82%
Since Inception
23.24%
13.07%
Fund Age
3 yrs 1 mo
5 yrs 2 mo
AUM
₹507.13 Cr
₹56.08 Cr
Alpha – 1 Year
16.49%
−1.95%
Alpha – 3 Years
13.85%
2.94%
Information Ratio – 3 Years
0.94
0.18
Volatility – 1 Year
20.27%
13.89%
Volatility – 3 Years
18.08%
18.35%
Beta – 1 Year
0.86
0.75
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.71
-0.25
Sharpe Ratio – 3 Years
1.07
0.55
Worst Rolling Year
22.47%
12.65%
Value at Worst Rolling Year
₹1.22 Cr
₹1.13 Cr
Deepest Drawdown
−21.35%
−26.40%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 38% · M 29% · S 24%
Number of Stocks
20
37
Portfolio P/E
45.78
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%