Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
25.88%
15.01%
1 Year
19.47%
17.96%
3 Years
25.74%
17.24%
5 Years
—
—
Since Inception
23.24%
18.03%
Fund Age
3 yrs 1 mo
3 yrs 4 mo
AUM
₹507.13 Cr
₹146.81 Cr
Alpha – 1 Year
16.49%
14.98%
Alpha – 3 Years
13.85%
5.35%
Information Ratio – 3 Years
0.94
0.78
Volatility – 1 Year
20.27%
19.01%
Volatility – 3 Years
18.08%
16.70%
Beta – 1 Year
0.86
1.02
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.71
0.68
Sharpe Ratio – 3 Years
1.07
0.72
Worst Rolling Year
22.47%
17.01%
Value at Worst Rolling Year
₹1.22 Cr
₹1.17 Cr
Deepest Drawdown
−21.35%
−19.00%
Recovery Period
427 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
17.57%
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
50
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%