Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
25.88%
24.60%
1 Year
19.47%
7.56%
3 Years
25.74%
20.98%
5 Years
—
—
Since Inception
23.24%
24.10%
Fund Age
3 yrs 1 mo
4 yrs 4 mo
AUM
₹507.13 Cr
₹3.89 Cr
Alpha – 1 Year
16.49%
4.58%
Alpha – 3 Years
13.85%
9.08%
Information Ratio – 3 Years
0.94
0.07
Volatility – 1 Year
20.27%
32.74%
Volatility – 3 Years
18.08%
27.24%
Beta – 1 Year
0.86
1.49
Beta – 3 Years
0.86
1.30
Sharpe Ratio – 1 Year
0.71
0.20
Sharpe Ratio – 3 Years
1.07
0.49
Worst Rolling Year
22.47%
17.91%
Value at Worst Rolling Year
₹1.22 Cr
₹1.18 Cr
Deepest Drawdown
−21.35%
−34.40%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
25.17%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 10% · M 12% · S 65%
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Number of Stocks
20
27
Portfolio P/E
45.78
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
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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%