Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Composite India - GARP 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%
3.99%
6 Months
25.88%
22.77%
1 Year
19.47%
24.21%
3 Years
25.74%
13.20%
5 Years
—
12.56%
Since Inception
23.24%
18.69%
Fund Age
3 yrs 1 mo
7 yrs 4 mo
AUM
₹507.13 Cr
₹114.64 Cr
Alpha – 1 Year
16.49%
19.49%
Alpha – 3 Years
13.85%
1.43%
Information Ratio – 3 Years
0.94
0.12
Volatility – 1 Year
20.27%
24.82%
Volatility – 3 Years
18.08%
21.64%
Beta – 1 Year
0.86
1.34
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
0.71
0.78
Sharpe Ratio – 3 Years
1.07
0.46
Worst Rolling Year
22.47%
10.43%
Value at Worst Rolling Year
₹1.22 Cr
₹1.10 Cr
Deepest Drawdown
−21.35%
−24.42%
Recovery Period
427 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 20% · M 28% · S 47%
Number of Stocks
20
32
Portfolio P/E
45.78
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%