Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
2.14%
6 Months
25.88%
7.28%
1 Year
19.47%
−4.68%
3 Years
25.74%
6.16%
5 Years
—
—
Since Inception
23.24%
11.66%
Fund Age
3 yrs 1 mo
3 yrs 7 mo
AUM
₹507.13 Cr
₹81.86 Cr
Alpha – 1 Year
16.49%
−4.33%
Alpha – 3 Years
13.85%
−2.84%
Information Ratio – 3 Years
0.94
-0.28
Volatility – 1 Year
20.27%
18.83%
Volatility – 3 Years
18.08%
15.47%
Beta – 1 Year
0.86
1.02
Beta – 3 Years
0.86
0.86
Sharpe Ratio – 1 Year
0.71
-0.44
Sharpe Ratio – 3 Years
1.07
0.12
Worst Rolling Year
22.47%
6.16%
Value at Worst Rolling Year
₹1.22 Cr
₹1.06 Cr
Deepest Drawdown
−21.35%
−24.77%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 11% · M 21% · S 66%
Number of Stocks
20
25
Portfolio P/E
45.78
24.93
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%
—
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0.5%