Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
2.33%
6 Months
25.88%
5.53%
1 Year
19.47%
9.60%
3 Years
25.74%
6.75%
5 Years
—
7.07%
Since Inception
23.24%
13.02%
Fund Age
3 yrs 1 mo
14 yrs 9 mo
AUM
₹507.13 Cr
₹179.27 Cr
Alpha – 1 Year
16.49%
9.95%
Alpha – 3 Years
13.85%
−2.25%
Information Ratio – 3 Years
0.94
-0.39
Volatility – 1 Year
20.27%
17.14%
Volatility – 3 Years
18.08%
14.92%
Beta – 1 Year
0.86
1.04
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.71
0.31
Sharpe Ratio – 3 Years
1.07
0.15
Worst Rolling Year
22.47%
-6.19%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−21.35%
−21.15%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
24.46%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 10% · M 12% · S 65%
L 69% · M 12% · S 15%
Number of Stocks
20
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—