Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
25.88%
15.63%
1 Year
19.47%
0.27%
3 Years
25.74%
12.69%
5 Years
—
8.81%
Since Inception
23.24%
15.48%
Fund Age
3 yrs 1 mo
18 yrs 10 mo
AUM
₹507.13 Cr
₹406.27 Cr
Alpha – 1 Year
16.49%
−4.45%
Alpha – 3 Years
13.85%
0.61%
Information Ratio – 3 Years
0.94
0.21
Volatility – 1 Year
20.27%
22.89%
Volatility – 3 Years
18.08%
19.09%
Beta – 1 Year
0.86
1.13
Beta – 3 Years
0.86
1.05
Sharpe Ratio – 1 Year
0.71
-0.11
Sharpe Ratio – 3 Years
1.07
0.45
Worst Rolling Year
22.47%
-10.83%
Value at Worst Rolling Year
₹1.22 Cr
₹0.89 Cr
Deepest Drawdown
−21.35%
−31.17%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
24.46%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 28% · M 26% · S 45%
Number of Stocks
20
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%