Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Bonanza Aegis
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%
7.97%
6 Months
25.88%
14.27%
1 Year
19.47%
23.41%
3 Years
25.74%
16.93%
5 Years
—
—
Since Inception
23.24%
22.21%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹507.13 Cr
₹102.02 Cr
Alpha – 1 Year
16.49%
23.76%
Alpha – 3 Years
13.85%
7.93%
Information Ratio – 3 Years
0.94
0.60
Volatility – 1 Year
20.27%
21.94%
Volatility – 3 Years
18.08%
20.42%
Beta – 1 Year
0.86
0.82
Beta – 3 Years
0.86
0.84
Sharpe Ratio – 1 Year
0.71
0.82
Sharpe Ratio – 3 Years
1.07
0.71
Worst Rolling Year
22.47%
16.27%
Value at Worst Rolling Year
₹1.22 Cr
₹1.16 Cr
Deepest Drawdown
−21.35%
−27.02%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
22.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 10% · M 8% · S 74%
Number of Stocks
20
61
Portfolio P/E
45.78
51.57
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%
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%