Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Quest Investment Managers – Multi
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%
6.28%
6 Months
25.88%
16.32%
1 Year
19.47%
11.67%
3 Years
25.74%
19.26%
5 Years
—
13.96%
Since Inception
23.24%
16.00%
Fund Age
3 yrs 1 mo
12 yrs
AUM
₹507.13 Cr
₹725.3 Cr
Alpha – 1 Year
16.49%
6.95%
Alpha – 3 Years
13.85%
7.18%
Information Ratio – 3 Years
0.94
0.87
Volatility – 1 Year
20.27%
21.97%
Volatility – 3 Years
18.08%
19.77%
Beta – 1 Year
0.86
1.15
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
0.71
0.37
Sharpe Ratio – 3 Years
1.07
0.73
Worst Rolling Year
22.47%
-10.23%
Value at Worst Rolling Year
₹1.22 Cr
₹0.90 Cr
Deepest Drawdown
−21.35%
−25.02%
Recovery Period
427 days
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
24.46%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 29% · M 26% · S 42%
Number of Stocks
20
34
Portfolio P/E
45.78
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%