Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
BADJATE GROWTH FUND
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
2.52%
6 Months
25.88%
7.52%
1 Year
19.47%
10.06%
3 Years
25.74%
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5 Years
—
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Since Inception
23.24%
8.30%
Fund Age
3 yrs 1 mo
14 mo
AUM
₹507.13 Cr
₹27.97 Cr
Alpha – 1 Year
16.49%
7.08%
Alpha – 3 Years
13.85%
—
Information Ratio – 3 Years
0.94
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Volatility – 1 Year
20.27%
20.30%
Volatility – 3 Years
18.08%
—
Beta – 1 Year
0.86
1.01
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.71
0.30
Sharpe Ratio – 3 Years
1.07
—
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
−12.48%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 12% · S 65%
L 46% · M 14% · S 32%
Number of Stocks
20
62
Portfolio P/E
45.78
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Top 5 Holdings
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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