Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.57%
10.15%
6 Months
25.88%
31.39%
1 Year
19.47%
26.01%
3 Years
25.74%
19.28%
5 Years
—
23.67%
Since Inception
23.24%
28.23%
Fund Age
3 yrs 1 mo
5 yrs 4 mo
AUM
₹507.13 Cr
₹483.07 Cr
Alpha – 1 Year
16.49%
21.29%
Alpha – 3 Years
13.85%
7.19%
Information Ratio – 3 Years
0.94
0.38
Volatility – 1 Year
20.27%
27.77%
Volatility – 3 Years
18.08%
26.19%
Beta – 1 Year
0.86
1.29
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
0.71
0.78
Sharpe Ratio – 3 Years
1.07
0.61
Worst Rolling Year
22.47%
19.29%
Value at Worst Rolling Year
₹1.22 Cr
₹1.19 Cr
Deepest Drawdown
−21.35%
−32.66%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 12% · M 6% · S 81%
Number of Stocks
20
63
Portfolio P/E
45.78
62.66
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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%