Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Bonanza - Edge
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%
4.43%
6 Months
25.88%
22.24%
1 Year
19.47%
21.33%
3 Years
25.74%
15.83%
5 Years
—
20.63%
Since Inception
23.24%
19.53%
Fund Age
3 yrs 1 mo
11 yrs
AUM
₹507.13 Cr
₹101.92 Cr
Alpha – 1 Year
16.49%
21.68%
Alpha – 3 Years
13.85%
6.83%
Information Ratio – 3 Years
0.94
0.61
Volatility – 1 Year
20.27%
21.87%
Volatility – 3 Years
18.08%
21.68%
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.86
1.12
Sharpe Ratio – 1 Year
0.71
0.75
Sharpe Ratio – 3 Years
1.07
0.65
Worst Rolling Year
22.47%
-17.09%
Value at Worst Rolling Year
₹1.22 Cr
₹0.83 Cr
Deepest Drawdown
−21.35%
−27.12%
Recovery Period
427 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
24.46%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 15% · M 12% · S 59%
Number of Stocks
20
65
Portfolio P/E
45.78
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%