Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Sincere - Metamorphosis Fund
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%
7.54%
6 Months
25.88%
15.73%
1 Year
19.47%
16.44%
3 Years
25.74%
11.28%
5 Years
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—
Since Inception
23.24%
12.80%
Fund Age
3 yrs 1 mo
3 yrs 3 mo
AUM
₹507.13 Cr
₹337.26 Cr
Alpha – 1 Year
16.49%
11.72%
Alpha – 3 Years
13.85%
−0.81%
Information Ratio – 3 Years
0.94
-0.07
Volatility – 1 Year
20.27%
22.40%
Volatility – 3 Years
18.08%
20.08%
Beta – 1 Year
0.86
1.19
Beta – 3 Years
0.86
1.11
Sharpe Ratio – 1 Year
0.71
0.55
Sharpe Ratio – 3 Years
1.07
0.37
Worst Rolling Year
22.47%
9.11%
Value at Worst Rolling Year
₹1.22 Cr
₹1.09 Cr
Deepest Drawdown
−21.35%
−28.19%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
10.48%
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%
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Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%