Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
1.87%
6 Months
25.88%
3.49%
1 Year
19.47%
5.55%
3 Years
25.74%
12.97%
5 Years
—
—
Since Inception
23.24%
12.27%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹507.13 Cr
₹25.94 Cr
Alpha – 1 Year
16.49%
−0.42%
Alpha – 3 Years
13.85%
2.07%
Information Ratio – 3 Years
0.94
0.10
Volatility – 1 Year
20.27%
15.73%
Volatility – 3 Years
18.08%
12.26%
Beta – 1 Year
0.86
1.56
Beta – 3 Years
0.86
1.42
Sharpe Ratio – 1 Year
0.71
0.07
Sharpe Ratio – 3 Years
1.07
0.62
Worst Rolling Year
22.47%
11.68%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−21.35%
−11.81%
Recovery Period
427 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.02%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
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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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%