Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
−2.57%
6 Months
7.57%
25.88%
1 Year
24.83%
19.47%
3 Years
11.31%
25.74%
5 Years
11.03%
—
Since Inception
14.72%
23.24%
Fund Age
7 yrs 4 mo
3 yrs 1 mo
AUM
₹2.98 Cr
₹507.13 Cr
Alpha – 1 Year
20.11%
16.49%
Alpha – 3 Years
−0.77%
13.85%
Information Ratio – 3 Years
-0.21
0.94
Volatility – 1 Year
23.09%
20.27%
Volatility – 3 Years
22.29%
18.08%
Beta – 1 Year
1.17
0.86
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
0.85
0.71
Sharpe Ratio – 3 Years
0.40
1.07
Worst Rolling Year
5.08%
22.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.22 Cr
Deepest Drawdown
−34.65%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 10% · M 12% · S 65%
Number of Stocks
10
20
Portfolio P/E
24.78
45.78
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
3% / 2% / 1%