Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Prosperity - Discovery Fund
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%
4.17%
6 Months
25.88%
20.15%
1 Year
19.47%
7.22%
3 Years
25.74%
9.88%
5 Years
—
10.18%
Since Inception
23.24%
17.47%
Fund Age
3 yrs 1 mo
5 yrs 8 mo
AUM
₹507.13 Cr
₹112.12 Cr
Alpha – 1 Year
16.49%
2.50%
Alpha – 3 Years
13.85%
−2.21%
Information Ratio – 3 Years
0.94
-0.17
Volatility – 1 Year
20.27%
30.34%
Volatility – 3 Years
18.08%
23.32%
Beta – 1 Year
0.86
1.54
Beta – 3 Years
0.86
1.29
Sharpe Ratio – 1 Year
0.71
0.19
Sharpe Ratio – 3 Years
1.07
0.29
Worst Rolling Year
22.47%
8.52%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−32.53%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
M 39% · S 59%
Number of Stocks
20
28
Portfolio P/E
45.78
38.78
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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%