Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
25.88%
24.70%
1 Year
19.47%
21.80%
3 Years
25.74%
16.46%
5 Years
—
12.29%
Since Inception
23.24%
17.31%
Fund Age
3 yrs 1 mo
7 yrs 2 mo
AUM
₹507.13 Cr
₹328.39 Cr
Alpha – 1 Year
16.49%
22.15%
Alpha – 3 Years
13.85%
7.46%
Information Ratio – 3 Years
0.94
1.55
Volatility – 1 Year
20.27%
22.56%
Volatility – 3 Years
18.08%
18.01%
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
0.71
0.85
Sharpe Ratio – 3 Years
1.07
1.07
Worst Rolling Year
22.47%
7.49%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−21.44%
Recovery Period
427 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
16
Portfolio P/E
45.78
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 1%