Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
QED Capital - Core Equity
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%
2.59%
6 Months
25.88%
−7.48%
1 Year
19.47%
2.63%
3 Years
25.74%
—
5 Years
—
—
Since Inception
23.24%
2.29%
Fund Age
3 yrs 1 mo
16 mo
AUM
₹507.13 Cr
₹10.89 Cr
Alpha – 1 Year
16.49%
−2.09%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
—
Volatility – 1 Year
20.27%
13.82%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
0.65
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
-0.12
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−13.29%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 47% · M 38%
Number of Stocks
20
—
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%