Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
5.71%
6 Months
25.88%
14.23%
1 Year
19.47%
3.21%
3 Years
25.74%
5.69%
5 Years
—
7.11%
Since Inception
23.24%
10.49%
Fund Age
3 yrs 1 mo
7 yrs 5 mo
AUM
₹507.13 Cr
₹42.11 Cr
Alpha – 1 Year
16.49%
−1.51%
Alpha – 3 Years
13.85%
−6.40%
Information Ratio – 3 Years
0.94
-0.66
Volatility – 1 Year
20.27%
23.23%
Volatility – 3 Years
18.08%
20.09%
Beta – 1 Year
0.86
1.19
Beta – 3 Years
0.86
1.14
Sharpe Ratio – 1 Year
0.71
0.01
Sharpe Ratio – 3 Years
1.07
0.09
Worst Rolling Year
22.47%
3.79%
Value at Worst Rolling Year
₹1.22 Cr
₹1.04 Cr
Deepest Drawdown
−21.35%
−36.06%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
M 7% · S 91%
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—