Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
−2.57%
6 Months
7.53%
25.88%
1 Year
10.69%
19.47%
3 Years
9.96%
25.74%
5 Years
10.97%
—
Since Inception
20.53%
23.24%
Fund Age
14 yrs 7 mo
3 yrs 1 mo
AUM
₹132.39 Cr
₹507.13 Cr
Alpha – 1 Year
5.97%
16.49%
Alpha – 3 Years
−2.13%
13.85%
Information Ratio – 3 Years
-0.28
0.94
Volatility – 1 Year
20.88%
20.27%
Volatility – 3 Years
19.08%
18.08%
Beta – 1 Year
1.15
0.86
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.34
0.71
Sharpe Ratio – 3 Years
0.32
1.07
Worst Rolling Year
-4.87%
22.47%
Value at Worst Rolling Year
₹0.95 Cr
₹1.22 Cr
Deepest Drawdown
−22.42%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 10% · M 12% · S 65%
Number of Stocks
23
20
Portfolio P/E
60.38
45.78
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%