Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
25.88%
32.15%
1 Year
19.47%
16.77%
3 Years
25.74%
19.00%
5 Years
—
20.10%
Since Inception
23.24%
27.01%
Fund Age
3 yrs 1 mo
6 yrs 10 mo
AUM
₹507.13 Cr
₹247.64 Cr
Alpha – 1 Year
16.49%
13.79%
Alpha – 3 Years
13.85%
7.10%
Information Ratio – 3 Years
0.94
0.30
Volatility – 1 Year
20.27%
39.13%
Volatility – 3 Years
18.08%
29.47%
Beta – 1 Year
0.86
1.87
Beta – 3 Years
0.86
1.36
Sharpe Ratio – 1 Year
0.71
0.42
Sharpe Ratio – 3 Years
1.07
0.55
Worst Rolling Year
22.47%
15.03%
Value at Worst Rolling Year
₹1.22 Cr
₹1.15 Cr
Deepest Drawdown
−21.35%
−35.86%
Recovery Period
427 days
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
S 80%
Number of Stocks
20
42
Portfolio P/E
45.78
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%