Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Composite India - Emerging Star 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%
5.76%
6 Months
25.88%
25.00%
1 Year
19.47%
17.14%
3 Years
25.74%
16.20%
5 Years
—
15.34%
Since Inception
23.24%
19.60%
Fund Age
3 yrs 1 mo
7 yrs 3 mo
AUM
₹507.13 Cr
₹127.23 Cr
Alpha – 1 Year
16.49%
12.42%
Alpha – 3 Years
13.85%
4.43%
Information Ratio – 3 Years
0.94
0.38
Volatility – 1 Year
20.27%
23.12%
Volatility – 3 Years
18.08%
20.20%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.86
1.05
Sharpe Ratio – 1 Year
0.71
0.56
Sharpe Ratio – 3 Years
1.07
0.61
Worst Rolling Year
22.47%
13.55%
Value at Worst Rolling Year
₹1.22 Cr
₹1.14 Cr
Deepest Drawdown
−21.35%
−26.74%
Recovery Period
427 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 26% · M 19% · S 50%
Number of Stocks
20
101
Portfolio P/E
45.78
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%