Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
1.81%
6 Months
25.88%
9.83%
1 Year
19.47%
13.53%
3 Years
25.74%
28.65%
5 Years
—
30.15%
Since Inception
23.24%
22.72%
Fund Age
3 yrs 1 mo
8 yrs 8 mo
AUM
₹507.13 Cr
₹1,835.92 Cr
Alpha – 1 Year
16.49%
8.81%
Alpha – 3 Years
13.85%
16.56%
Information Ratio – 3 Years
0.94
1.28
Volatility – 1 Year
20.27%
19.12%
Volatility – 3 Years
18.08%
18.89%
Beta – 1 Year
0.86
0.96
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
0.71
0.47
Sharpe Ratio – 3 Years
1.07
1.16
Worst Rolling Year
22.47%
-6.00%
Value at Worst Rolling Year
₹1.22 Cr
₹0.94 Cr
Deepest Drawdown
−21.35%
−13.66%
Recovery Period
427 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
24.46%
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 0%