Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
25.88%
13.10%
1 Year
19.47%
18.11%
3 Years
25.74%
14.56%
5 Years
—
8.71%
Since Inception
23.24%
13.67%
Fund Age
3 yrs 1 mo
11 yrs 2 mo
AUM
₹507.13 Cr
₹138.06 Cr
Alpha – 1 Year
16.49%
18.46%
Alpha – 3 Years
13.85%
5.57%
Information Ratio – 3 Years
0.94
0.62
Volatility – 1 Year
20.27%
22.83%
Volatility – 3 Years
18.08%
16.72%
Beta – 1 Year
0.86
1.29
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.71
0.61
Sharpe Ratio – 3 Years
1.07
0.55
Worst Rolling Year
22.47%
-8.44%
Value at Worst Rolling Year
₹1.22 Cr
₹0.92 Cr
Deepest Drawdown
−21.35%
−17.10%
Recovery Period
427 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
24.46%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 38% · M 14% · S 45%
Number of Stocks
20
18
Portfolio P/E
45.78
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%