Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.57%
−3.81%
6 Months
25.88%
10.86%
1 Year
19.47%
−4.49%
3 Years
25.74%
22.00%
5 Years
—
21.09%
Since Inception
23.24%
7.35%
Fund Age
3 yrs 1 mo
8 yrs 9 mo
AUM
₹507.13 Cr
₹1,454.75 Cr
Alpha – 1 Year
16.49%
−7.47%
Alpha – 3 Years
13.85%
10.11%
Information Ratio – 3 Years
0.94
0.32
Volatility – 1 Year
20.27%
31.30%
Volatility – 3 Years
18.08%
27.30%
Beta – 1 Year
0.86
1.42
Beta – 3 Years
0.86
1.22
Sharpe Ratio – 1 Year
0.71
-0.18
Sharpe Ratio – 3 Years
1.07
0.66
Worst Rolling Year
22.47%
-30.88%
Value at Worst Rolling Year
₹1.22 Cr
₹0.69 Cr
Deepest Drawdown
−21.35%
−34.06%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
24.46%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 10% · M 12% · S 65%
L 0% · S 88%
Number of Stocks
20
—
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%