Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
−2.57%
6 Months
21.51%
25.88%
1 Year
15.87%
19.47%
3 Years
14.38%
25.74%
5 Years
17.96%
—
Since Inception
16.82%
23.24%
Fund Age
8 yrs 9 mo
3 yrs 1 mo
AUM
₹1,503.25 Cr
₹507.13 Cr
Alpha – 1 Year
11.15%
16.49%
Alpha – 3 Years
2.29%
13.85%
Information Ratio – 3 Years
0.39
0.94
Volatility – 1 Year
27.51%
20.27%
Volatility – 3 Years
22.70%
18.08%
Beta – 1 Year
1.48
0.86
Beta – 3 Years
1.25
0.86
Sharpe Ratio – 1 Year
0.47
0.71
Sharpe Ratio – 3 Years
0.50
1.07
Worst Rolling Year
1.64%
22.47%
Value at Worst Rolling Year
₹1.02 Cr
₹1.22 Cr
Deepest Drawdown
−24.39%
−21.35%
Recovery Period
122 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 10% · M 12% · S 65%
Number of Stocks
17
20
Portfolio P/E
—
45.78
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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 · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%