Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
3.57%
6 Months
25.88%
13.27%
1 Year
19.47%
19.25%
3 Years
25.74%
19.26%
5 Years
—
12.69%
Since Inception
23.24%
18.49%
Fund Age
3 yrs 1 mo
7 yrs 3 mo
AUM
₹507.13 Cr
₹40.18 Cr
Alpha – 1 Year
16.49%
14.53%
Alpha – 3 Years
13.85%
7.17%
Information Ratio – 3 Years
0.94
0.70
Volatility – 1 Year
20.27%
26.49%
Volatility – 3 Years
18.08%
18.75%
Beta – 1 Year
0.86
1.37
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.71
0.59
Sharpe Ratio – 3 Years
1.07
0.71
Worst Rolling Year
22.47%
12.14%
Value at Worst Rolling Year
₹1.22 Cr
₹1.12 Cr
Deepest Drawdown
−21.35%
−15.45%
Recovery Period
427 days
24 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.46%
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 12% · S 65%
L 13% · M 41% · S 44%
Number of Stocks
20
36
Portfolio P/E
45.78
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%