Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs MRG Capital - Wealth Maximizer
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Axis Kaizen Portfolio
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
−0.03%
6 Months
25.88%
1.95%
1 Year
19.47%
9.19%
3 Years
25.74%
16.93%
5 Years
—
11.74%
Since Inception
23.24%
12.55%
Fund Age
3 yrs 1 mo
7 yrs 3 mo
AUM
₹507.13 Cr
₹17.39 Cr
Alpha – 1 Year
16.49%
9.54%
Alpha – 3 Years
13.85%
7.93%
Information Ratio – 3 Years
0.94
0.83
Volatility – 1 Year
20.27%
16.46%
Volatility – 3 Years
18.08%
13.48%
Beta – 1 Year
0.86
0.82
Beta – 3 Years
0.86
0.74
Sharpe Ratio – 1 Year
0.71
0.29
Sharpe Ratio – 3 Years
1.07
0.84
Worst Rolling Year
22.47%
3.01%
Value at Worst Rolling Year
₹1.22 Cr
₹1.03 Cr
Deepest Drawdown
−21.35%
−16.15%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 27% · M 18% · S 26%
Number of Stocks
20
53
Portfolio P/E
45.78
33.46
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 Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%