Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
25.88%
11.19%
1 Year
19.47%
4.47%
3 Years
25.74%
14.82%
5 Years
—
12.64%
Since Inception
23.24%
13.38%
Fund Age
3 yrs 1 mo
19 yrs
AUM
₹507.13 Cr
₹1,249 Cr
Alpha – 1 Year
16.49%
4.82%
Alpha – 3 Years
13.85%
5.82%
Information Ratio – 3 Years
0.94
0.87
Volatility – 1 Year
20.27%
21.24%
Volatility – 3 Years
18.08%
17.51%
Beta – 1 Year
0.86
1.09
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
0.71
0.05
Sharpe Ratio – 3 Years
1.07
0.69
Worst Rolling Year
22.47%
—
Value at Worst Rolling Year
₹1.22 Cr
—
Deepest Drawdown
−21.35%
—
Recovery Period
427 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
24.46%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 12% · S 65%
L 40% · M 40% · S 15%
Number of Stocks
20
25
Portfolio P/E
45.78
—
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%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%