Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs NARNOLIA LARGE CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
NARNOLIA LARGE CAP STRATEGY
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%
−1.51%
6 Months
25.88%
−2.49%
1 Year
19.47%
1.85%
3 Years
25.74%
12.22%
5 Years
—
8.68%
Since Inception
23.24%
15.27%
Fund Age
3 yrs 1 mo
14 yrs 5 mo
AUM
₹507.13 Cr
₹116.22 Cr
Alpha – 1 Year
16.49%
2.20%
Alpha – 3 Years
13.85%
3.22%
Information Ratio – 3 Years
0.94
0.70
Volatility – 1 Year
20.27%
18.13%
Volatility – 3 Years
18.08%
15.25%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.71
-0.09
Sharpe Ratio – 3 Years
1.07
0.50
Worst Rolling Year
22.47%
-2.08%
Value at Worst Rolling Year
₹1.22 Cr
₹0.98 Cr
Deepest Drawdown
−21.35%
−15.14%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.45%
Median Rolling Year
24.46%
15.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 86% · M 7% · S 3%
Number of Stocks
20
21
Portfolio P/E
45.78
29.25
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%
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%