Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
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
−2.26%
−2.57%
6 Months
2.99%
25.88%
1 Year
−3.69%
19.47%
3 Years
10.02%
25.74%
5 Years
11.07%
—
Since Inception
15.34%
23.24%
Fund Age
8 yrs 4 mo
3 yrs 1 mo
AUM
₹143.52 Cr
₹507.13 Cr
Alpha – 1 Year
−8.41%
16.49%
Alpha – 3 Years
−2.07%
13.85%
Information Ratio – 3 Years
-0.34
0.94
Volatility – 1 Year
19.13%
20.27%
Volatility – 3 Years
16.08%
18.08%
Beta – 1 Year
1.05
0.86
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
-0.38
0.71
Sharpe Ratio – 3 Years
0.35
1.07
Worst Rolling Year
10.02%
22.47%
Value at Worst Rolling Year
₹1.10 Cr
₹1.22 Cr
Deepest Drawdown
−22.11%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
L 10% · M 12% · S 65%
Number of Stocks
30
20
Portfolio P/E
35.28
45.78
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
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%