Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
−2.57%
6 Months
−5.56%
25.88%
1 Year
34.70%
19.47%
3 Years
27.41%
25.74%
5 Years
32.51%
—
Since Inception
32.15%
23.24%
Fund Age
13 yrs 6 mo
3 yrs 1 mo
AUM
₹2,318.72 Cr
₹507.13 Cr
Alpha – 1 Year
35.05%
16.49%
Alpha – 3 Years
18.41%
13.85%
Information Ratio – 3 Years
1.03
0.94
Volatility – 1 Year
21.67%
20.27%
Volatility – 3 Years
15.53%
18.08%
Beta – 1 Year
0.28
0.86
Beta – 3 Years
0.35
0.86
Sharpe Ratio – 1 Year
1.24
0.71
Sharpe Ratio – 3 Years
1.31
1.07
Worst Rolling Year
-17.36%
22.47%
Value at Worst Rolling Year
₹0.83 Cr
₹1.22 Cr
Deepest Drawdown
−21.72%
−21.35%
Recovery Period
Not yet recovered
427 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 10% · M 12% · S 65%
Number of Stocks
9
20
Portfolio P/E
14.68
45.78
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%