Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
25.88%
9.86%
1 Year
19.47%
0.86%
3 Years
25.74%
8.29%
5 Years
—
15.11%
Since Inception
23.24%
11.40%
Fund Age
3 yrs 1 mo
8 yrs 7 mo
AUM
₹507.13 Cr
₹119.22 Cr
Alpha – 1 Year
16.49%
1.21%
Alpha – 3 Years
13.85%
−0.71%
Information Ratio – 3 Years
0.94
-0.05
Volatility – 1 Year
20.27%
21.27%
Volatility – 3 Years
18.08%
19.22%
Beta – 1 Year
0.86
1.20
Beta – 3 Years
0.86
1.19
Sharpe Ratio – 1 Year
0.71
-0.10
Sharpe Ratio – 3 Years
1.07
0.25
Worst Rolling Year
22.47%
0.71%
Value at Worst Rolling Year
₹1.22 Cr
₹1.01 Cr
Deepest Drawdown
−21.35%
−29.07%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
24.46%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 2% · M 52% · S 44%
Number of Stocks
20
33
Portfolio P/E
45.78
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%