Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Green Portfolio - Dividend Yield 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%
4.23%
6 Months
25.88%
20.17%
1 Year
19.47%
23.99%
3 Years
25.74%
27.20%
5 Years
—
23.84%
Since Inception
23.24%
30.10%
Fund Age
3 yrs 1 mo
6 yrs 10 mo
AUM
₹507.13 Cr
₹35.35 Cr
Alpha – 1 Year
16.49%
21.01%
Alpha – 3 Years
13.85%
15.30%
Information Ratio – 3 Years
0.94
0.93
Volatility – 1 Year
20.27%
22.70%
Volatility – 3 Years
18.08%
22.95%
Beta – 1 Year
0.86
1.18
Beta – 3 Years
0.86
1.16
Sharpe Ratio – 1 Year
0.71
0.81
Sharpe Ratio – 3 Years
1.07
0.94
Worst Rolling Year
22.47%
23.60%
Value at Worst Rolling Year
₹1.22 Cr
₹1.24 Cr
Deepest Drawdown
−21.35%
−22.14%
Recovery Period
427 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
32.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 23% · M 14% · S 63%
Number of Stocks
20
28
Portfolio P/E
45.78
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%