Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
25.88%
6.66%
1 Year
19.47%
7.95%
3 Years
25.74%
14.01%
5 Years
—
12.40%
Since Inception
23.24%
16.07%
Fund Age
3 yrs 1 mo
12 yrs 5 mo
AUM
₹507.13 Cr
₹27.98 Cr
Alpha – 1 Year
16.49%
3.23%
Alpha – 3 Years
13.85%
1.92%
Information Ratio – 3 Years
0.94
0.55
Volatility – 1 Year
20.27%
16.42%
Volatility – 3 Years
18.08%
14.36%
Beta – 1 Year
0.86
0.92
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
0.71
0.15
Sharpe Ratio – 3 Years
1.07
0.63
Worst Rolling Year
22.47%
-4.39%
Value at Worst Rolling Year
₹1.22 Cr
₹0.96 Cr
Deepest Drawdown
−21.35%
−17.36%
Recovery Period
427 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
24.46%
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 25% · M 6% · S 37%
Number of Stocks
20
30
Portfolio P/E
45.78
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%