Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Purnartha Pratham 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%
5.49%
6 Months
25.88%
9.46%
1 Year
19.47%
17.52%
3 Years
25.74%
14.28%
5 Years
—
9.02%
Since Inception
23.24%
12.49%
Fund Age
3 yrs 1 mo
5 yrs 11 mo
AUM
₹507.13 Cr
₹1,633.45 Cr
Alpha – 1 Year
16.49%
12.80%
Alpha – 3 Years
13.85%
2.19%
Information Ratio – 3 Years
0.94
0.28
Volatility – 1 Year
20.27%
23.87%
Volatility – 3 Years
18.08%
18.97%
Beta – 1 Year
0.86
1.12
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.71
0.57
Sharpe Ratio – 3 Years
1.07
0.55
Worst Rolling Year
22.47%
7.21%
Value at Worst Rolling Year
₹1.22 Cr
₹1.07 Cr
Deepest Drawdown
−21.35%
−20.29%
Recovery Period
427 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 14% · M 11% · S 40%
Number of Stocks
20
—
Portfolio P/E
45.78
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%