Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
25.88%
11.98%
1 Year
19.47%
18.12%
3 Years
25.74%
18.24%
5 Years
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Since Inception
23.24%
20.21%
Fund Age
3 yrs 1 mo
4 yrs 8 mo
AUM
₹507.13 Cr
₹424.87 Cr
Alpha – 1 Year
16.49%
13.40%
Alpha – 3 Years
13.85%
6.15%
Information Ratio – 3 Years
0.94
0.85
Volatility – 1 Year
20.27%
22.44%
Volatility – 3 Years
18.08%
19.69%
Beta – 1 Year
0.86
1.22
Beta – 3 Years
0.86
1.10
Sharpe Ratio – 1 Year
0.71
0.61
Sharpe Ratio – 3 Years
1.07
0.80
Worst Rolling Year
22.47%
18.24%
Value at Worst Rolling Year
₹1.22 Cr
₹1.18 Cr
Deepest Drawdown
−21.35%
−25.57%
Recovery Period
427 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
M 1% · S 89%
Number of Stocks
20
30
Portfolio P/E
45.78
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%